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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

One practical way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

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 an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.

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 extend after you stop working.

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 loans are an option, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Luisa Samuel is happy to help you examine your options.

Let Us Help Support Your Dreams And Goals

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
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education 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.