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Investment services in and around Monroe

Monroe, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One potential way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Matt Dubyoski 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 options.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Matt Dubyoski

Matt Dubyoski

State Farm® Insurance Agent
Office Address:
2610 W Roosevelt Blvd
Monroe, NC 28110
Map & Directions

Monroe neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.

When can you take money out of an IRA without penalty?

An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.

Simple Insights®

Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.

When can you take money out of an IRA without penalty?

An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.