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Investment services in and around Middletown

Middletown, 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

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 Middletown, CT State Farm agent Curt Smith can help you investigate.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

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

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Curt Smith can help you as you examine the specifics.

Business Retirement Plans

State Farm has multiple retirement savings options for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

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Curt Smith

State Farm® Insurance Agent

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Map showing State Farm Agent Curt Smith's office at 134 Main Street Ext Suite 300, Middletown, CT
Office Address:
134 Main Street Ext Suite 300
Middletown, CT 06457-3813
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Take steps toward meeting your monetary objectives, intentionally

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Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

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.