Investment services in and around Buffalo
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
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
There are details to think about before starting to save for education. These include time left before needing savings, your comfort with risk, time left to save, and more. Agent Dan Schmidt in Buffalo, NY would love to help walk you through the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing income to family members, and more.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Dan Schmidt is happy to help.
Business Retirement Plans
Quality employees can make a huge difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
Dan Schmidt
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Buffalo area
Start working toward your financial goals
Simple Insights®
A before and after marriage checklist
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Simple Insights®
A before and after marriage checklist
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.