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Investment services in and around Summit

Review Your Financial Goals And Plans With State Farm

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 understand which may be right for you, State Farm agent Richard Fernandez in Summit, NJ is here to help!

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Your agent Richard Fernandez can help walk you through the particulars of saving for college.

Estate Planning

When trying to prepare for your future, State Farm agent Richard Fernandez may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Richard Fernandez is happy to help you investigate your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Richard Fernandez can help you study your choices.

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
Profile photo of a State Farm Agent named: Richard Fernandez

Richard Fernandez

State Farm® Insurance Agent
Office Address:
469 Morris Ave.
Summit, NJ 07901
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Summit neighbors, State Farm may be able to help you reach your financial goals.

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Simple Insights®

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Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.

Simple Insights®

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

Which retirement accounts are right for you?

Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.