Investment services in and around Haines City
Review your financial goals and plans with State Farm
Contact Agent TeresaState 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 Teresa Connell in Haines City, FL is here to help!
Investment Services
If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education savings plans
Interested in ways to start saving for college? It may be time to think about available products and services for your spouse, yourself, or a friend.
Legacy planning
Your property and its proper stewardship is significant. That's why it's a good idea to start shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.
Business retirement plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Teresa Connell can help you investigate your choices.
You have financial aspirations. Let us help!
State Farm agent Teresa Connell offers Investments services in:
- Davenport
- Lake Alfred
- Dundee
- Lake Wales
- Winter Haven
- Kissimmee
- Poinciana
State Farm agent Teresa Connell offers Investments services in:
- Davenport
- Lake Alfred
- Dundee
- Lake Wales
- Winter Haven
- Kissimmee
- Poinciana
Location
419 US Highway 17-92 WHaines City, FL 33844-5006
Looking for help reaching financial goals in the Haines City area?
Take steps toward meeting your monetary objectives, intentionally
Contact Agent TeresaInsurance and Financial products offered
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