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Investment services in and around Forsyth

State Farm Can Help With Your Financial Aspirations

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

Retirement and IRAs

There will most likely come a time when your next career advancement is retirement, but you can start making preparations for that day long before.

Investment Services

Are you looking to save for a new house, plan for college expenses, or establish an emergency fund? State Farm agents are prepped to help you know where to begin.

Education Savings Plans

Now is the time to begin saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin organizing 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

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.

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 appealing to and maintaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Forsyth
  • Colstrip
  • Hysham
  • Rosebud
  • Lame Deer
  • Ashland
  • Ingomar
  • Custer
Profile photo of a State Farm Agent named: Shan Kuntz

Shan Kuntz

State Farm® Insurance Agent
Office Address:
933 Main Street
Forsyth, MT 59327
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Special needs financial planning

We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.

Simple Insights®

Special needs financial planning

We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.