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Investment services in and around Lakeland

Navigate your financial goals and plans with State Farm

Contact Agent Monica

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

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Monica Maddox in Lakeland, FL is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Monica Maddox in Lakeland to learn more about how they can assist you.

Education savings plans

If you think saving for education is exactly what you're looking for, get in touch with agent Monica Maddox to go through more specifics! Monica Maddox is happy to review your comfort with risk, your timeline, flexibility, and more.

Legacy planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you retire.

Business retirement plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Monica Maddox is happy to help.

Let us help support your dreams and goals

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Monica Maddox

State Farm® Insurance Agent

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2005 Bartow Road
Lakeland, FL 33801-6556
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Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Contact Agent Monica

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.