Investment services in and around Tucson

Navigate 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Merrie Connon in Tucson, AZ is here to help!

Investment Services

There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Merrie Connon can help you explore which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Merrie Connon to go through more specifics! Merrie Connon is happy to explore flexibility, your comfort with risk, your timeline, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for the disposition of a business at death, and more.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, your stage of life, and more. For assistance exploring specific options, registered agent Merrie Connon is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Merrie Connon is happy to help.