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Investment services in and around Syracuse

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 your bucket list destinations and what you will do in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Are you looking to invest for retirement, save for a new house, or plan for college expenses? State Farm agents are available to help you know where to start.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

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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Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

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.