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Investment services in and around Arlington

Arlington, 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Arlington, VA State Farm agent Jose Herrera can help you consider.

Investment Services

Are you looking to save for a new house, invest for retirement, or establish an emergency fund? State Farm agents are prepped to help you know where to start.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you retire.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to ponder.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Arlington
  • Falls Church
  • Alexandria
  • McLean
  • Fairfax County
  • Alexandria City
  • Fairfax
  • Burke
  • Woodbridge
  • Manassas
  • Maryland
  • Virginia
  • Washington
  • Washington, D.C.
  • Bethesda
  • Chevy Chase
  • Montgomery County
  • Prince William
  • Prince George County
  • Springfield
  • Potomac
Profile photo of a State Farm Agent named: Jose Herrera

Jose Herrera

State Farm® Insurance Agent

ChFC® RICP®
Office Address:
3300 N FAIRFAX DR
SUITE 201
Arlington, VA 22201-2236
Map & Directions

A great choice for help reaching financial goals in the Arlington area

Let's work toward your financial dreams

Simple Insights®

Good reasons to keep working after retirement

The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?