Investment services in and around Sunrise

Sunrise, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more direction, 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

There are specifics to think about before starting to save for education. These include your comfort with risk, time left before needing savings, flexibility, and more. Agent Fatima Poggi in Sunrise, FL would love to help walk you through the options that may be right for you.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Fatima Poggi can help you as you investigate the specifics.