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Investment services in and around Roswell

State Farm can help with your financial aspirations

Contact Agent Cliff

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Roswell, GA State Farm agent Cliff Wilcox can help you understand.

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, comprehending your risk tolerance and time horizon.

Education savings plans

Your agent Cliff Wilcox can help walk you through the particulars of saving for college.

Legacy planning

When trying to prepare for your future, State Farm agent Cliff Wilcox may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Looking for a way to receive payments or regular income during 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 finished working.

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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance researching your options, your local State Farm agent Cliff Wilcox is happy to help.

Let us help you with your monetary objectives

State Farm agent Cliff Wilcox offers Investments services in:

  • Roswell
  • Alpharetta
  • Johns Creek
  • Milton
  • Cumming
  • Sandy Springs
  • Marietta
  • Woodstock
  • Norcross
  • Dunwoody
  • Peachtree Corners
  • Suwanee
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Cliff Wilcox offers Investments services in:

  • Roswell
  • Alpharetta
  • Johns Creek
  • Milton
  • Cumming
  • Sandy Springs
  • Marietta
  • Woodstock
  • Norcross
  • Dunwoody
  • Peachtree Corners
  • Suwanee
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Cliff Wilcox

State Farm® Insurance Agent

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Location

1160 Grimes Bridge Road
Suite F
Roswell, GA 30075-3937
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Cliff

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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.