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Investment services in and around Syracuse

Explore 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Syracuse, NY State Farm agent Matt Roe can help you understand.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Matt Roe in Syracuse to learn more about how they can assist you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

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's understandable. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Eastwood
  • East Syracuse
  • Syracuse
  • Dewitt
  • Mattydale
  • Liverpool
  • Solvay
  • Manlius
  • Fayetteville
  • Jamesville
  • Onondaga
  • Madison
  • Syracuse University
  • Tully
  • Skaneateles
  • Otisco
  • Lafayette
  • Bridgeport
  • North Syracuse
  • Westhill
  • West Genesee
  • Cicero
  • Baldwinsville
  • Lemoyne
Profile photo of a State Farm Agent named: Matt Roe

Matt Roe

State Farm® Insurance Agent

FSCP®
Office Address:
2530 James St.
Syracuse, NY 13206
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Looking for help reaching financial goals in the Syracuse area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.