Investment services in and around Springville
Review your financial goals and plans with State Farm
Contact Agent JimState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education savings plans
When saving for college, even modest contributions can help over time.
Legacy planning
As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you pursue these goals.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
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 loans are an option, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Jim Merenick is happy to help you examine your options.
Let us help you with your monetary objectives
Location
91 East Main StSpringville, NY 14141
A great choice for help reaching financial goals in the Springville area
Take steps toward meeting your monetary objectives, intentionally
Contact Agent JimInsurance and Financial products offered
Simple Insights®
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
The psychology of spending money and why you may be spending so much
By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.
How does 401k matching work?
Find out how 401k savings plans and employer matching works.