Investment services in and around Lockport

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 James Matassa 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 guidance, there are different levels of support available to you. Contact agent James Matassa in Lockport 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 James Matassa to go through more specifics! James Matassa is happy to discuss your timeline, your comfort with risk, flexibility, and more.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent James Matassa can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income throughout 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 stop working.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.