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Investment services in and around Buffalo

Investigate 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

One possible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing income to family members, providing for a special needs individual, and more.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Dan Schmidt can help you understand your choices.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Dan Schmidt

Dan Schmidt

State Farm® Insurance Agent

Office Address:
615 Elmwood Ave
Buffalo, NY 14222
Map & Directions

Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.

Simple Insights®

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.