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Investment services in and around Lockport

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement in the future.

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!

Education Savings Plans

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

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, your goals, and more. For assistance considering specific options, registered agent Dan Schmidt is happy to help.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored options.

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:
5838 S Transit Rd
Lockport, NY 14094
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Let State Farm be your first choice for help with reaching your financial goals

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