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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Poughkeepsie, NY State Farm agent Scott Marxer can help you understand.
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.
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
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Scott Marxer can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like your goals, your stage of life, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Scott Marxer is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings choices for both business owners and their employees.
Let Us Help You Accomplish Your Dreams And Goals
We also offer Investments services in:- Poughkeepsie, NY
- Hyde Park, NY
- Dutchess County, NY
- Rhinebeck, NY
- Red Hook, NY
- Staatsburg, NY
- Wappingers Falls, NY
- Pleasant Valley, NY
- Fishkill, NY
- Ulster County, NY
- Highland, NY
- Beacon, NY
- Millbrook, NY
- Salt Point, NY
- Lagrangeville, NY
- Dover Plains, NY
- Amenia, NY
- Orange County, NY
- New Jersey
- Pennsylvania
- Connecticut
Scott Marxer
State Farm® Insurance Agent
Poughkeepsie neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Invest after retirement
Invest after retirement
When investing after retirement, it is wise to review and adjust your investments to help meet your goals.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Invest after retirement
Invest after retirement
When investing after retirement, it is wise to review and adjust your investments to help meet your goals.