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
One potential way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
There are details to think about before starting to save for education. These include your comfort with risk, time left before needing savings, amount to save, and more. Agent Richard Fernandez in Summit, NJ would love to help you explore the options that may be right for you.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Richard Fernandez is happy to help you explore your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Richard Fernandez can help you study your choices.
Let Us Help You With Your Monetary Objectives
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
Richard Fernandez
State Farm® Insurance Agent
Looking for help reaching financial goals in the Summit area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.