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Investment services in and around Phoenix

State Farm Can Help With Your Financial Aspirations

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 Phoenix, AZ State Farm agent Luisa Samuel can help you get to know.

Investment Services

Are you looking to invest for retirement, save for a new house, or plan for college expenses? State Farm agents are ready to help you know where to start.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Phoenix State Farm agent Luisa Samuel, can be a useful resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

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

ChFC®
Office Address:
3414 W Bell Road
Phoenix, AZ 85053-2926
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A great choice for help reaching financial goals in the Phoenix area

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Simple Insights®

How to avoid credit card interest

Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.

Building an emergency fund: Calculate how much to save

Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.