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.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Tempe AZ
- Chandler AZ
- Maricopa County
- Phoenix AZ
- Ahwatukee AZ
- Mesa AZ
- East Valley
- Arizona
Judy Aguilar-Woertz
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
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Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.