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
One possible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
Interested in ways to start saving for college? It may be time to contemplate available products and services for yourself, your spouse, or a friend.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to begin shaping steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your stage of life, and more. For assistance considering specific options, registered agent John Marcelli is happy to help.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You Achieve Your Dreams And Goals
We also offer Investments services in:- Corrales
- Rio Rancho
- Tijeras
- Sandia Hieghts
- Sandia Park
- Edgewood
- Moriarty
- Santa Fe
- Estancia
- Jemez
- Jemez Springs
- Los Lunas
- Belen
- Village of Corrales
- North East Heights
- Tanoan
- High Desert
- Four Hills
- Placitas
- Bernalillo
John Marcelli
State Farm® Insurance AgentA great choice for help reaching financial goals in the Albuquerque area
Let's work toward your financial dreams
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.