Skip to content
Call
Text

Investment services in and around Live Oak

Explore your financial goals and plans with State Farm

Contact Agent Derek

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Live Oak, FL State Farm agent Derek Loadholtz can help you explore.

Investment Services

If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education savings plans

There are details to think about before starting to save for education. These include your comfort with risk, time left before needing savings, flexibility, and more. Agent Derek Loadholtz in Live Oak, FL would love to help you explore the options that may be right for you.

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 Derek Loadholtz can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.

You have financial aspirations. Let us help!

State Farm agent Derek Loadholtz offers Investments services in:

  • Live Oak
  • Suwannee County
  • Layfayette County
  • Hamilton County
  • Columbia County
  • Lake City
  • Jasper
  • McAlpin
  • Branford
  • Mayo
  • Jennings
  • O'Brien
  • Madison County
  • White Springs
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 Derek Loadholtz offers Investments services in:

  • Live Oak
  • Suwannee County
  • Layfayette County
  • Hamilton County
  • Columbia County
  • Lake City
  • Jasper
  • McAlpin
  • Branford
  • Mayo
  • Jennings
  • O'Brien
  • Madison County
  • White Springs
Profile photo of a State Farm Agent named: Derek Loadholtz

Derek Loadholtz

State Farm® Insurance Agent

ChFC®
CPCU®
CLU®
Call
My office
ID card
Map showing State Farm Agent's office

Location

1562 South Ohio Avenue
Live Oak, FL 32064-4514
Map and directions

Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Contact Agent Derek

Insurance and Financial products offered

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Calculate how long to pay off a Home Equity Line of Credit

Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.

Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

View more articles

Call us 24/7 at (386) 364-3535

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.