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Investment services in and around Phoenix

Investigate Your Financial Goals And Plans With State Farm

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

Retirement and IRAs

There's no better time than the present to start preparing for retirement.

Investment Services

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

Education Savings Plans

There's no better time than the present to begin saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start developing 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

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 persist after you stop working.

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 attracting and retaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Phoenix
  • Laveen
  • Glendale
  • Tempe
  • Scottsdale
Profile photo of a State Farm Agent named: Luisa Samuel

Luisa Samuel

State Farm® Insurance Agent
Office Address:
3414 W Bell Road
Phoenix, AZ 85053-2926
Map & Directions

Phoenix neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

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Simple Insights®