Skip to content

Investment services in and around Waterbury

Investigate 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

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

Investment Services

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

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you reach these goals.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even 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 appealing to and maintaining employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Mark Shumilla

Mark Shumilla

State Farm® Insurance Agent

ChFC® CASL® CLU®
Office Address:
520 Frost Rd FL 1
Waterbury, CT 06705
Map & Directions

Waterbury neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Calculate how long to pay off a Home Equity Line of Credit

Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.

Find the future value of your savings with this calculator

This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.