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Investment services in and around Dunwoody

Dunwoody, choose State Farm for help with your financial goals

Contact Agent Mason

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

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Mason Scott is happy to help explore the specifics with you.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Mason Scott in Dunwoody to learn more about how they can assist you.

Education savings plans

When saving for college, anyone can contribute.

Legacy planning

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

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Mason Scott can help you as you investigate the specifics.

Business retirement plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

You have financial aspirations. Let us help!

State Farm agent Mason Scott offers Investments services in:

  • Dunwoody
  • Georgia
  • Atlanta
  • Metro Atlanta
  • Fulton County
  • Dekalb County
  • North Georgia
  • Cobb County
  • Smyrna
  • Marietta
  • Decatur
  • Inman Park
  • Brookhaven
  • Virginia Highlands
  • Doraville
  • Peachtree Corners
  • Norcross
  • Suwanee
  • Alpharetta
  • Roswell
  • Sandy Springs
  • Buckhead
  • Chamblee
  • Midtown
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 Mason Scott offers Investments services in:

  • Dunwoody
  • Georgia
  • Atlanta
  • Metro Atlanta
  • Fulton County
  • Dekalb County
  • North Georgia
  • Cobb County
  • Smyrna
  • Marietta
  • Decatur
  • Inman Park
  • Brookhaven
  • Virginia Highlands
  • Doraville
  • Peachtree Corners
  • Norcross
  • Suwanee
  • Alpharetta
  • Roswell
  • Sandy Springs
  • Buckhead
  • Chamblee
  • Midtown
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Mason Scott

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Location

2402 Mount Vernon Road Suite 100
Dunwoody, GA 30338-3023
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Contact Agent Mason

Insurance and Financial products offered

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