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
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more guidance, 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 how to begin saving for higher education? It may be time to think about available products and services for yourself, a friend, or your spouse.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin mapping out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.
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 appealing to and maintaining employees.
You Have Financial Aspirations. Let Us Help!
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Can you write a will without a lawyer?
Can you write a will without a lawyer?
Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.