Investment services in and around Bountiful
Investigate your financial goals and plans with State Farm
Contact Agent MattState 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 choice for you. State Farm agent Matt Culligan is happy to help explain the specifics to you.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Matt Culligan in Bountiful to learn more about how they can assist you.
Education savings plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Legacy planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
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 stop working.
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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Matt Culligan is happy to help.
Let us help assist with your dreams and goals
State Farm agent Matt Culligan offers Investments services in:
- Bountiful
- Woods Cross
- Salt Lake City
- North Salt Lake
- West Bountiful
- Centerville
- Farmington
- Davis County
- Salt Lake County
State Farm agent Matt Culligan offers Investments services in:
- Bountiful
- Woods Cross
- Salt Lake City
- North Salt Lake
- West Bountiful
- Centerville
- Farmington
- Davis County
- Salt Lake County
Location
1584 S 500 W Ste 201Bountiful, UT 84010
Bountiful neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Contact Agent MattInsurance and Financial products offered
Simple Insights®
Find the future value of your savings with this calculator
This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.
Build an emergency fund
Having extra cash in an emergency fund comes in handy when life throws you something unexpected.