Investment services in and around Scottsdale
State Farm Can Help With Your Financial Aspirations
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 choice for you. State Farm agent Brad Dunlap is happy to help explore the specifics with you.
Investment Services
If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped 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 Brad Dunlap to go through more specifics! Brad Dunlap is happy to explore your timeline, flexibility, your comfort with risk, and more.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Brad Dunlap can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
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 carry over after you retire.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Brad Dunlap is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Scottsdale, AZ
- Phoenix, AZ
- Tempe, AZ
- Fountain Hills, AZ
- Glendale, AZ
- Avondale, AZ
- Maricopa County
- Arizona
- Gilbert, AZ
- Chandler, AZ
- Sun City, AZ
- Surprise, AZ
- Apache Junction, AZ
- Mesa, AZ
- Paradise Valley, AZ
- Queen Creek, AZ
- Cave Creek, AZ
- Guadalupe, AZ
- Rio Verde, AZ
Brad Dunlap
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Scottsdale area
Start working toward your financial goals
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
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.
What is refinancing and when does it make sense?
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
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.
What is refinancing and when does it make sense?
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.