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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

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 Shan Kuntz in Forsyth, MT is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

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

Estate Planning

When trying to prepare for your future, State Farm agent Shan Kuntz 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

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

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help Support Your Dreams And Goals

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

ChFC® CPCU® CLU®
Office Address:
933 Main Street
Forsyth, MT 59327
Map & Directions

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

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Simple Insights®

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Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.

How to avoid credit card interest

Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.