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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Richard Fernandez is happy to help explain the specifics to you.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Richard Fernandez to go through more specifics! Richard Fernandez is happy to review your timeline, your comfort with risk, flexibility, and more.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Richard Fernandez can help you as you explore the specifics.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
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
Summit neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
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.