Investment services in and around Phoenix
Review your financial goals and plans with State Farm
Contact Agent KevinState 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 Kevin McGraw is happy to help walk you through the specifics.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Kevin McGraw in Phoenix to learn more about how they can assist you.
Education savings plans
Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, your spouse, or your child.
Legacy planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your 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 for employees is an important decision to ponder.
You have financial aspirations. Let us help!
Location
4727 E Bell Road Suite 63Phoenix, AZ 85032-2312
Phoenix neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Contact Agent KevinInsurance and Financial products offered
Simple Insights®
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.