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
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 option for you. State Farm agent Glisel Jimenez is happy to help talk you through the details.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out 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
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 Glisel Jimenez can be a valuable 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. It makes sense. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Glisel Jimenez is happy to help you understand your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Springfield
- Union County
- Summit
- Chatham
- Essex County
- Somerset County
- Hudson County
Glisel Jimenez
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
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Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.