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Investment services in and around Cottonwood Heights

Explore 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

There's no better time than the present to start preparing for retirement.

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 service, there are different levels of support available to you. Contact agent Julie Mendoza in Cottonwood Heights to learn more about how they can assist you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you reach these goals.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help Assist With Your Dreams And Goals

Profile photo of a State Farm Agent named: Julie Mendoza

Julie Mendoza

State Farm® Insurance Agent

Office Address:
7050 S Highland Drive Suite 110
Cottonwood Heights, UT 84121-3764
Map & Directions

Looking for help reaching financial goals in the Cottonwood Heights area?

Let's work toward your financial dreams

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