Investment services in and around Tempe

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

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 understand which may be right for you, State Farm agent Judy Aguilar-Woertz in Tempe, AZ is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for your spouse, yourself, or a friend.

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 Judy Aguilar-Woertz can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Judy Aguilar-Woertz is happy to help you investigate your options.