Investment services in and around Bridgeport

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Annette Frerichs is happy to help explore the options with you.

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

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

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Annette Frerichs can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Annette Frerichs is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Annette Frerichs can help you investigate your choices.