Investment services in and around Poughkeepsie

Navigate 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

One potential way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Scott Marxer in Poughkeepsie to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Scott Marxer to go through more specifics! Scott Marxer is happy to discuss flexibility, your timeline, your comfort with risk, and more.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

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

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.