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Investment services in and around Farmington

Farmington, 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

Aside from dreaming about where to travel and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Josh Zelem can help you determine which path may be right for you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

You Have Financial Aspirations. Let Us Help!

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Josh Zelem

State Farm® Insurance Agent

Office Address:
248 Main Street
Farmington, CT 06032-2961
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Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.