Investment services in and around Metairie
Explore Your Financial Goals And Plans With State Farm
State 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 option for you. State Farm agent Tony Bordlee is happy to help talk you through the specifics.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Tony Bordlee in Metairie to learn more about how they can assist you.
Education Savings Plans
Your agent Tony Bordlee can help walk you through the various options of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Tony Bordlee is happy to help you explore your options.
Business Retirement Plans
State Farm has numerous retirement savings possibilities for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Metairie
- Kenner
- Lakeview
- Uptown
- Mid City
- CBD
- West Bank
- North Shore
Tony Bordlee
State Farm® Insurance Agent
Metairie neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?