Skip to content

Investment services in and around Dallas

Dallas, choose State Farm for help with your financial goals

Contact Agent Matt

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

Retirement and IRAs

There will most likely come a time when your next career advancement is to retire, but you can start making preparations for that day long before.

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

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance investigating specific options, registered agent Matt Rakofsky is happy to help.

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

Let us help champion your dreams and goals

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.
Profile photo of a State Farm Agent named: Matt Rakofsky

Matt Rakofsky

Rakofsky Insurance Agency Inc

ChFC®

Location

7522 Campbell Road Suite 105
Dallas, TX 75248-1726

A great choice for help reaching financial goals in the Dallas area

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Matt

Insurance and Financial products offered

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

How to avoid credit card interest

Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.

Things to do before going to college

Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.

View more articles

Call us 24/7 at (214) 329-1512

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: