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Investment services in and around Harrisonburg

Harrisonburg, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement later in life.

Investment Services

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

Education Savings Plans

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

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

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

Office Address:
1741 B ERICKSON AVE
Harrisonburg, VA 22801
Map & Directions

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

Start working toward your financial goals

Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.