Investment services in and around Jacksonville
Explore your financial goals and plans with State Farm
Contact Agent SamState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Sam Maimone is happy to help talk you through the specifics.
Investment Services
Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are happy to help you know where to start.
Education savings plans
Interested in ways to start saving for college? It may be time to think about available products and services for a friend, yourself, or your spouse.
Legacy planning
Your property and its proper stewardship is significant. That's why it's a good idea to start constructing steps now that will help you achieve 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 throughout 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 quit working.
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 Sam Maimone can help you study your choices.
Let us help aid your dreams and goals
Location
12620 Beach Blvd unit 8Jacksonville, FL 32246-7130
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Contact Agent SamInsurance and Financial products offered
Simple Insights®
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Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.
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Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.