Investment services in and around Puyallup

Review Your Financial Goals And Plans With State Farm

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 option for you. State Farm agent Gerry Moody 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 figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Gerry Moody in Puyallup to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Gerry Moody to go through more specifics! Gerry Moody is happy to review your timeline, your comfort with risk, flexibility, and more.

Estate Planning

When trying to prepare for your future, State Farm agent Gerry Moody may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

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 Gerry Moody is happy to help you explore your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and how many employees you have. Your local State Farm agent Gerry Moody is happy to help you decipher your options.