Investment services in and around Poughkeepsie
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
There will most likely come a time when your next career decision is to retire, but you can start getting ready for that day long before.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more guidance, 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
When saving for college, even modest contributions can help over time.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Scott Marxer can help you as you explore the specifics.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Scott Marxer is happy to help.
Let Us Help You With Your Monetary Objectives
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
Poughkeepsie neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.