Skip to content
Call
Text

Investment services in and around Allen

Review your financial goals and plans with State Farm

Contact Agent Skyler

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

Retirement and IRAs

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

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education savings plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Legacy 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

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 extend after you stop working.

Business retirement plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Skyler Roundtree is happy to help you learn more about your options.

Let us help you with your monetary objectives

State Farm agent Skyler Roundtree offers Investments services in:

  • Collin County
  • Lucas
  • Fairview
  • McKinney
  • Melissa
  • Highland Park
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 Skyler Roundtree offers Investments services in:

  • Collin County
  • Lucas
  • Fairview
  • McKinney
  • Melissa
  • Highland Park
Profile photo of a State Farm Agent named: Skyler Roundtree

Skyler Roundtree

Roundtree Ins and Fin Svc Inc

Call
My office
ID card
Map showing State Farm Agent's office

Location

1312 W Exchange Parkway Suite 1160
Allen, TX 75013-7119
Map and directions

Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Contact Agent Skyler

Insurance and Financial products offered

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

Budget breakdown

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

Opening a bank account for kids

Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.

Checklist for moving into a new house

This new homeowner checklist can help ease your transition when you buy your first home.

View more articles

Call us 24/7 at (469) 270-3105

Contact info

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Products you're interested in

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Please correct the following:

By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

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.