Investment services in and around Springfield
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
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 option for you. State Farm agent Mark Cortesi is happy to help explain the details to you.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, understanding your risk tolerance and time horizon.
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 anyone can contribute.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to begin shaping 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
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Mark Cortesi is happy to help you consider your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to think about.
You Have Financial Aspirations. Let Us Help!
Mark Cortesi
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Springfield area
Let's work toward your financial dreams
Simple Insights®
Which retirement accounts are right for you?
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
Which retirement accounts are right for you?
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.