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Investment services in and around Middletown

Navigate 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

There will most likely come a time when your next career move is to retire, but you can start making preparations for that day long before.

Investment Services

If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

As an individual with assets, it is important to have goals. Initiating 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 make progress toward these goals.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

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 attracting and keeping employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: James Demmer

James Demmer

State Farm® Insurance Agent
Office Address:
13 James P Kelly Way
Suite A
Middletown, NY 10940-7199
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Looking for help reaching financial goals in the Middletown area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®