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Investment services in and around Phoenix

Phoenix, 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

Today is a good day to start preparing for retirement, whether you're newly employed or you've been working for some time.

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, time left before needing savings, flexibility, and more. Agent James Soukup in Phoenix, AZ would love to help you investigate the options that may be right for you.

Estate Planning

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

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance investigating specific options, registered agent James Soukup is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: James Soukup

James Soukup

State Farm® Insurance Agent
Office Address:
4040 E Camelback Rd
Ste. 275
Phoenix, AZ 85018
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Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.