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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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement in the future.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

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 extend 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 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
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Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.