Investment services in and around Poughkeepsie

Poughkeepsie, Choose State Farm For Help With Your Financial Goals

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

Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, your child, or yourself.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for a special needs individual, and more.

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 continue after you stop working.

Business Retirement Plans

There is much to contemplate 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 attracting and keeping employees.