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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

Today is a good day to start prepping for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

Now is the time to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, a friend, or your child, as they pursue higher education.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

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

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Phoenix
  • Scottsdale
  • Cave Creek
  • Paradise Valley
  • Fountain Hills
  • Maricopa County
  • Tempe
  • Carefree
  • Glendale
  • Anthem
  • Mesa
  • Gilbert
  • Peoria
  • Chandler
  • Sun City
Profile photo of a State Farm Agent named: Adam Kase

Adam Kase

State Farm® Insurance Agent
Office Address:
3240 E Union Hills Dr
Suite 173
Phoenix, AZ 85050
Map & Directions

Phoenix neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Simple Insights®