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Investment services in and around Harvard

State Farm can help with your financial aspirations

Contact Agent Juanita

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 Juanita Martinez is happy to help walk you through the details.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

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.

Legacy planning

As you sift through options and goals, including Harvard State Farm agent Juanita Martinez, can be a useful resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Juanita Martinez is happy to help you research your options.

Business retirement plans

Quality employees can make a huge difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.

Let us help you with your monetary objectives

State Farm agent Juanita Martinez offers Investments services in:

  • Barrington
  • Bull Valley
  • Lakewood
  • Lake Geneva, WI
  • Lake in the Hills
  • Crystal Lake
  • Woodstock
  • Harvard
  • Huntley
  • McHenry
  • Elgin
  • Chicago
  • Marengo
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Juanita Martinez offers Investments services in:

  • Barrington
  • Bull Valley
  • Lakewood
  • Lake Geneva, WI
  • Lake in the Hills
  • Crystal Lake
  • Woodstock
  • Harvard
  • Huntley
  • McHenry
  • Elgin
  • Chicago
  • Marengo
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Juanita Martinez

J Martinez Ins and Fin Svcs Inc

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Location

360 S Division Street Suite 5
Harvard, IL 60033-3200
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A great choice for help reaching financial goals in the Harvard area

Start working toward your financial goals

Contact Agent Juanita

Insurance and Financial products offered

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