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Investment services in and around Endwell

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

There will most likely come a time when your next career move is retirement, but you can start getting ready for that day long before.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for a friend, yourself, or your child.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Endwell
  • Vestal
  • Johnson City
  • Endicott
Profile photo of a State Farm Agent named: Jim Rollo

Jim Rollo

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
3130 Watson Blvd
Endwell, NY 13760-3532
Map & Directions

A great choice for help reaching financial goals in the Endwell area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

How to reach your retirement goals

Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.

Organize paying bills

You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.