Investment services in and around Waterbury

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

Aside from dreaming about your bucket list destinations and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include your comfort with risk, time left to save, amount to save, and more. Agent Mark Shumilla in Waterbury, CT would love to help you investigate the options that may be right for you.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Mark Shumilla can help you as you research 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 examining your options, your local State Farm agent Mark Shumilla is happy to help.