Investment services in and around Mesa

Investigate Your Financial Goals And Plans With State Farm

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 Scott Frindell is happy to help explore the options with you.

Investment Services

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Scott Frindell to go through more specifics! Scott Frindell is happy to review your timeline, flexibility, your comfort with risk, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing income to family members, and more.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Scott Frindell is happy to help you research your options.

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 if there are annual operation costs or administration fees. Your local State Farm agent Scott Frindell is happy to help you decipher your options.