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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Waterbury, CT State Farm agent Mark Shumilla can help you understand.
Investment Services
If a new home, retirement, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
Your agent Mark Shumilla can help walk you through the various options 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
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
State Farm has various retirement savings plans for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
Mark Shumilla
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.