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Investment services in and around Lumberton

Lumberton, choose State Farm for help with your financial goals

Contact Agent Trey

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 explore which may be right for you, State Farm agent Trey White in Lumberton, TX is here to help!

Investment Services

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

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Legacy planning

When trying to prepare for your future, State Farm agent Trey White may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

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 extend after you retire.

Business retirement plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

Let us help you with your monetary objectives

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Profile photo of a State Farm Agent named: Trey White

Trey White

State Farm® Insurance Agent

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Location

125 N LHS Dr
Lumberton, TX 77657
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Trey

Insurance and Financial products offered

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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.