Investment services in and around Tucson

Tucson, Choose State Farm For Help With Your Financial Goals

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

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Merrie Connon is happy to help talk you through the details.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Merrie Connon can help you research which path may be right for you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start mapping out steps now that will help you work toward 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 carry over after you retire.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Merrie Connon is happy to help you understand your options.