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Investment services in and around Winter Garden

Winter Garden, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Heather Thies in Winter Garden, FL is here to help!

Investment Services

There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Heather Thies can help you explore which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, time left before needing savings, amount to save, and more. Agent Heather Thies in Winter Garden, FL would love to help you explore the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.

Annuities

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

Business Retirement Plans

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

Let Us Help With Your Dreams And Goals

We also offer Investments services in:
  • Horizon West
  • Winter Garden
  • Windermere
  • Hamlin
  • Central Florida
  • Orlando
  • Ocoee
  • Oakland
  • Dr. Phillips
  • Bay Hill
  • SW Orange County
  • Davenport
  • Four Corners
  • Clermont
  • Bay Lake
  • Summerport
  • Minneola
  • Groveland
  • Belle Isle
  • Waterleigh
  • Lake Buena Vista
  • Golden Oaks
  • Summer Lake
  • The Villages
Profile photo of a State Farm Agent named: Heather Thies

Heather Thies

State Farm® Insurance Agent

ChFC®
Office Address:
15835 Shaddock Drive Suite 150
Winter Garden, FL 34787-5779
Map & Directions

A great choice for help reaching financial goals in the Winter Garden area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

The dual income advantage: Money management for couples

Helpful and practical money management methods and budgeting tips for couples.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.