Investment services in and around Summit
Summit, 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
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 consider which may be right for you, State Farm agent Richard Fernandez in Summit, NJ is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Richard Fernandez can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Quality employees can make a huge impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Summit
- New Jersey
- Springfield
- Union
- Chatham
- Short Hills
- Millburn
- Madison
- Florham Park
- Hillside
- Morristown
- New Providence
- Maplewood
- Berkeley Heights
- Afton
- Livingston
- Mountainside
- Westfield
- Cranford
- Roselle Park
- Kenilworth
- South Orange
- Irvington
- Elizabeth
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
Should you refinance student loans?
Should you refinance student loans?
Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.