Investment services in and around Puyallup

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

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 Gerry Moody is happy to help explore the specifics with you.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things 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

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin mapping out 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

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 examine your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Gerry Moody is happy to help.