Investment services in and around Mercedes

Mercedes, 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

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 fit for you. State Farm agent Rick Armendariz is happy to help walk you through the details.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Rick Armendariz in Mercedes to learn more about how they can assist you.

Education Savings Plans

Your agent Rick Armendariz can help walk you through the specifics of saving for college.

Estate Planning

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

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Rick Armendariz can help you as you examine the specifics.