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Investment services in and around Oklahoma City

State Farm can help with your financial aspirations

Contact Agent "Yo"

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 choice for you. State Farm agent "Yo" Szeto is happy to help explore the specifics with you.

Investment Services

If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Legacy planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent "Yo" Szeto can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance exploring specific options, registered agent "Yo" Szeto is happy to help.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent "Yo" Szeto can help you investigate your choices.

Let us help champion your dreams and goals

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"Yo" Szeto

State Farm® Insurance Agent

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Location

1904 N Classen Blvd
Oklahoma City, OK 73106-6006
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A great choice for help reaching financial goals in the Oklahoma City area

Take steps toward meeting your monetary objectives, intentionally

Contact Agent "Yo"

Insurance and Financial products offered

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.