Investment services in and around Margate
Margate, choose State Farm for help with your financial goals
Contact Agent DanState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education savings plans
You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.
Legacy planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Dan Cohen can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business retirement plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Dan Cohen is happy to help.
You have financial aspirations. Let us help!
Location
1725 N State Road 7Margate, FL 33063-5751
A great choice for help reaching financial goals in the Margate area
Let's work toward your financial dreams
Contact Agent DanInsurance and Financial products offered
Simple Insights®
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.
Using indexes to measure stock market performance
Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.