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Investment services in and around Winter Garden

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 will most likely come a time when your next career decision is retirement, but you can start taking the necessary steps for that day long before.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Heather Thies in Winter Garden to learn more about how they can assist you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

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

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.

Business Retirement Plans

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

Let Us Help Support 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

Winter Garden neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

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