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Investment services in and around Harrisonburg

Investigate 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 the hobbies you'll finally have time for 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

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Shannon Lokey can help walk you through the specifics of saving for college.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you stop working.

Business Retirement Plans

State Farm has numerous retirement savings choices for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Dayton
  • Bridgewater
  • Rockingham County
Profile photo of a State Farm Agent named: Shannon Lokey

Shannon Lokey

State Farm® Insurance Agent

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Map showing State Farm Agent Shannon Lokey's office at 1741 B ERICKSON AVE, Harrisonburg, VA
Office Address:
1741 B ERICKSON AVE
Harrisonburg, VA 22801
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Harrisonburg neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Contact My Agent

Simple Insights®

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.