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Investment services in and around Lexington

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement later in life.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or establish an emergency fund? State Farm agents are prepared to help you know where to start.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, time left before needing savings, time left to save, and more. Agent Brian Shelton in Lexington, KY would love to help you explore the options that may be right for you.

Estate Planning

As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after your death. State Farm can help you reach these goals.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, your stage of life, and more. For assistance investigating specific options, registered agent Brian Shelton is happy to help.

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

We also offer Investments services in:
  • Georgetown
  • Winchester
  • Paris
  • Fayette County
  • Richmond
  • Scott County
  • Berea
  • Madison County
  • Bourbon County
  • Clark County
  • Polo Club
  • Chevy Chase
  • Masterson Station
  • Man O' War
  • Fortune Drive
  • Hamburg
Profile photo of a State Farm Agent named: Brian Shelton

Brian Shelton

State Farm® Insurance Agent
Office Address:
2331 Fortune Drive Suite 190
Lexington, KY 40509-4281
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Lexington neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Four kinds of savings and other important savings account information

It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.

Which retirement accounts are right for you?

Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.

Simple Insights®

Four kinds of savings and other important savings account information

It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.

Which retirement accounts are right for you?

Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.