Investment services in and around Poughkeepsie
Explore 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 get to know.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out 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
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
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 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 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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. 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
Scott Marxer
State Farm® Insurance Agent
Looking for help reaching financial goals in the Poughkeepsie area?
Start working toward your financial goals
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Tips for planning a trip
Tips for planning a trip
Learn some tips for planning a trip to help you make the most out of your vacation.
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Tips for planning a trip
Tips for planning a trip
Learn some tips for planning a trip to help you make the most out of your vacation.