Investment services in and around Albuquerque
Navigate Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
One helpful way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
There are options available for you if you'd like additional information on saving for your future. State Farm agent John Marcelli can help you determine which path may be right for you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance considering specific options, registered agent John Marcelli is happy to help.
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, if there are annual operation costs or administration fees, if loans are an option, and how many employees you have. Your local State Farm agent John Marcelli is happy to help you understand your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Corrales
- Rio Rancho
- Tijeras
- Sandia Hieghts
- Sandia Park
- Edgewood
- Moriarty
- Santa Fe
- Estancia
- Jemez
- Jemez Springs
- Los Lunas
- Belen
- Village of Corrales
- North East Heights
- Tanoan
- High Desert
- Four Hills
- Placitas
- Bernalillo
John Marcelli
State Farm® Insurance AgentLet State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.