Investment services in and around Mystic

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 Mystic, CT State Farm agent Jody Jordan can help you understand.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

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

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, 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. It makes sense. State Farm's annuity products may be the right way to create the stream of income that's right for your post-retirement.