Skip to content

Investment services in and around Boerne

Boerne, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

Your agent Steve Nanez can help walk you through the various options of saving for college.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin creating steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent Steve Nanez is happy to help.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Steve Nanez

Steve Nanez

State Farm® Insurance Agent

Office Address:
28550 Interstate 10 W
Unit 3
Boerne, TX 78006-9118
Map & Directions

Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.