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.
You Have Financial Aspirations. Let Us Help!
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
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.