Investment services in and around Naugatuck

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

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 fit for you. State Farm agent John McCormack is happy to help explain the specifics to you.

Investment Services

Are you looking to establish an emergency fund, invest for retirement, or plan for college expenses? State Farm agents are happy to help you know where to begin.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent John McCormack to go through more specifics! John McCormack is happy to discuss your comfort with risk, flexibility, your timeline, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

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

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent John McCormack is happy to help you examine your options.