Investment services in and around Cottonwood Heights

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 Julie Mendoza is happy to help explain the details to you.

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left before needing savings, your comfort with risk, time left to save, and more. Agent Julie Mendoza in Cottonwood Heights, UT would love to help you explore the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing for the disposition of a business at death, and more.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.

Business Retirement Plans

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