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Investment services in and around San Antonio

San Antonio, choose State Farm for help with your financial goals

Contact Agent Billy J.

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

Retirement and IRAs

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

Investment Services

If a new home, retirement, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education savings plans

Your agent Billy J. Holt can help walk you through the various options of saving for college.

Legacy planning

Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Billy J. Holt is happy to help.

Business retirement plans

There is much to contemplate 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 retaining employees.

You have financial aspirations. Let us help!

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: Billy J. Holt

Billy J. Holt

State Farm® Insurance Agent

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Location

23699 W IH 10
San Antonio, TX 78257-1660
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Looking for help reaching financial goals in the San Antonio area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Billy J.

Insurance and Financial products offered

Simple Insights®

Money management for teens

Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.

Small business benefits to offer

Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.

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 (210) 695-9925

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

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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.