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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement tomorrow.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Your agent Mark Shumilla can help walk you through the specifics of saving for college.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Mark Shumilla is happy to help you examine your options.
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, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Mark Shumilla is happy to help.
You Have Financial Aspirations. Let Us Help!
Mark Shumilla
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Waterbury area
Start working toward your financial goals
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