Investment services in and around Buffalo

Buffalo, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Alecia Kozisek in Buffalo, WY is here to help!

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Alecia Kozisek in Buffalo to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, time left before needing savings, flexibility, and more. Agent Alecia Kozisek in Buffalo, WY would love to help you explore the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Alecia Kozisek is happy to help you examine your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Alecia Kozisek is happy to help you research your options.