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Investment services in and around Summit

State Farm Can Help With Your Financial Aspirations

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 explore which may be right for you, State Farm agent Glisel Jimenez in Summit, NJ is here to help!

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Glisel Jimenez in Summit to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Glisel Jimenez to go through more specifics! Glisel Jimenez is happy to review your comfort with risk, flexibility, your timeline, and more.

Estate Planning

Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance reviewing specific options, registered agent Glisel Jimenez is happy to help.

Business Retirement Plans

State Farm has various retirement savings choices for both business owners and their employees.

Let Us Help You Accomplish Your Dreams And Goals

We also offer Investments services in:
  • Springfield
  • Union County
  • Summit
  • Chatham
  • Essex County
  • Somerset County
  • Hudson County
Profile photo of a State Farm Agent named: Glisel Jimenez

Glisel Jimenez

State Farm® Insurance Agent
Office Address:
26 Morris Ave
Summit, NJ 07901-3922
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Let State Farm be your first choice for help with reaching your financial goals

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Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

How to spend money wisely and have fun with your friends

You can maximize fun with friends and still stick to your budget. Here are some tips for planning ahead so you can have fun and avoid overspending.