Investment services in and around Albuquerque

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent John Marcelli in Albuquerque, NM is here to help!

Investment Services

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

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent John Marcelli can help you as you examine the specifics.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent John Marcelli is happy to help you research your options.