Skip to content

Investment services in and around Cumming

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

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 Eric Rose in Cumming, GA is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Eric Rose in Cumming to learn more about how they can assist you.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for your child, a friend, or yourself.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Eric Rose is happy to help you research your options.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let Us Help With Your Dreams And Goals

We also offer Investments services in:
  • Tennessee
  • South Carolina
  • Alabama
  • Alpharetta
  • Dawsonville
  • Johns Creek
  • Suwanee
  • Ball Ground
  • Dahlonega
Profile photo of a State Farm Agent named: Eric Rose

Eric Rose

State Farm® Insurance Agent

Office Address:
564 Peachtree Pkwy
Suite 103
Cumming, GA 30041-9324
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

How to get out of debt

Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.