Investment services in and around New Windsor
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
There will most likely come a time when your next career move is to retire, but you can start making preparations for that day long before.
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Phillip Williams can help you explore which path may be right for you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Phillip Williams to go through more specifics! Phillip Williams is happy to review flexibility, your comfort with risk, your timeline, and more.
Estate Planning
Your property and its proper stewardship is significant. That's why it's a good idea to start mapping out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Looking for a way to receive payments or regular income amid 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 are done working.
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
Phillip Williams
State Farm® Insurance Agent
Office Address:
PO Box 4714
New Windsor, NY 12553-6811
New Windsor neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
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Cashing out your 401k or taking a 401k loan: What you need to know
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.