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Investment services in and around Haines City

State Farm can help with your financial aspirations

Contact Agent Teresa

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 Teresa Connell is happy to help explore the specifics with you.

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education savings plans

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

Legacy planning

As you sift through options and goals, including Haines City State Farm agent Teresa Connell, can be a valuable source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income while retired? 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 are done working.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Teresa Connell can help you understand your choices.

Let us help you with your monetary objectives

State Farm agent Teresa Connell offers Investments services in:

  • Davenport
  • Lake Alfred
  • Dundee
  • Lake Wales
  • Winter Haven
  • Kissimmee
  • Poinciana
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Teresa Connell offers Investments services in:

  • Davenport
  • Lake Alfred
  • Dundee
  • Lake Wales
  • Winter Haven
  • Kissimmee
  • Poinciana
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Teresa Connell

State Farm® Insurance Agent

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Location

419 US Highway 17-92 W
Haines City, FL 33844-5006
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Haines City neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Contact Agent Teresa

Insurance and Financial products offered

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