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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement down the road.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education savings plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for your child, yourself, or a friend.

Legacy planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Skyler Roundtree can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.

You have financial aspirations. Let us help!

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

Looking for help reaching financial goals in the Allen area?

Let's work toward your financial dreams

Contact Agent Skyler

Insurance and Financial products offered

Simple Insights®

A before and after marriage checklist

A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.

Do I need a financial advisor?

What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.

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.