Investment services in and around Schenectady
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
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 Tim Ochs is happy to help explain the details to you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
When trying to prepare for your future, State Farm agent Tim Ochs may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you retire.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Rotterdam
- Schenectady
- Albany
- Guilderland
- Duanesburg
- Delanson
- Niskayuna
- Capital District
- Schoharie
Looking for help reaching financial goals in the Schenectady area?
Let's work toward your financial dreams
Simple Insights®
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.