Skip to content

Investment services in and around Bessemer

Navigate 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

Aside from dreaming about places you want to see and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are ready 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 anyone can contribute.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Julie Bell is happy to help.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Bessemer
  • Hueytown
  • McCalla
  • Jefferson County
  • Shelby County
  • Tuscaloosa County
  • Vance
  • Woodstock
  • Tuscaloosa
  • Hoover
  • Birmingham
  • Bibb County
  • Walker County
  • Brent
  • Cottondale
  • Northport
  • Moundville
Profile photo of a State Farm Agent named: Julie Bell

Julie Bell

State Farm® Insurance Agent

CPCU® CLU® FLMI® ChFC®
Office Address:
1821 13th Avenue N
Bessemer, AL 35020-3246
Map & Directions

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

Let's work toward your financial dreams

Simple Insights®

Pros and cons of buying a fixer-upper

Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.