Investment services in and around Middlebury

Middlebury, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Marta Nerin is happy to help walk you through the details.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Marta Nerin can help you determine which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Marta Nerin to go through more specifics! Marta Nerin is happy to review 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 for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Marta Nerin is happy to help you examine your options.