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Investment services in and around Midland

Midland, choose State Farm for help with your financial goals

Contact Agent Kristel

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

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Kristel Tate is happy to help explore the details with you.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education savings plans

Your agent Kristel Tate can help walk you through the details of saving for college.

Legacy planning

As you sift through options and goals, including Midland State Farm agent Kristel Tate, can be a worthwhile source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 persist after you retire.

Business retirement plans

There is much to consider 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 attracting and maintaining employees.

Let us help aid your dreams and goals

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: Kristel Tate

Kristel Tate

State Farm® Insurance Agent

Location

3211 W Wadley Avenue Suite 12
Midland, TX 79705-6227

A great choice for help reaching financial goals in the Midland area

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Kristel

Insurance and Financial products offered

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