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Investment services in and around Waco

Explore your financial goals and plans with State Farm

Contact Agent Julie

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Julie Deppen in Waco, TX is here to help!

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Legacy planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Julie Deppen can help you as you explore the specifics.

Business retirement plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.

Let us help champion your dreams and goals

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Julie Deppen

State Farm® Insurance Agent

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Location

203 Elm Avenue
Waco, TX 76704-2508
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Julie

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.