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

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 fit for you. State Farm agent James Soukup is happy to help explain the details to you.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent James Soukup in Phoenix to learn more about how they can assist you.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent James Soukup can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.