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Investment services in and around New York

Navigate 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 choice for you. State Farm agent Virginia Chan is happy to help explore the details with you.

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 direction, there are different levels of support available to you. Contact agent Virginia Chan in New York to learn more about how they can assist you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after your death. State Farm can help you work toward these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

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

Let Us Help Champion Your Dreams And Goals

Profile photo of a State Farm Agent named: Virginia Chan

Virginia Chan

State Farm® Insurance Agent

Office Address:
1015 Madison Avenue Suite 503
New York, NY 10075-0261
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New York neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

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Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.