Investment services in and around Waterbury

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

It's always a good time to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent Mark Shumilla in Waterbury to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

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.