Investment services in and around Sunrise

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 Fatima Poggi is happy to help talk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Fatima Poggi in Sunrise to learn more about how they can assist you.

Education Savings Plans

Interested in ways to start saving for college? It may be time to contemplate available products and services for your spouse, yourself, or your child.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you pursue these goals.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Fatima Poggi can help you as you investigate 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, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Fatima Poggi is happy to help.