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Investment services in and around Weslaco

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

Aside from dreaming about places you want to see and what you will do in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Julian Garza in Weslaco to learn more about how they can assist you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Julian Garza

Julian Garza

State Farm® Insurance Agent

ChFC® CASL® CLU®
Office Address:
1529 W Expressway 83, Suite A
Weslaco, TX 78596-4300
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Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.