Investment services in and around Hamden
Hamden, choose State Farm for help with your financial goals
Contact Agent JoshState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start getting ready for retirement, whether you're just joining the workforce or you've been working for some time.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
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.
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 Josh Zelem can be a beneficial 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 during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.
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 loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Josh Zelem is happy to help you research your options.
Let us help champion your dreams and goals
Location
2558 Whitney Avenue Suite 103Hamden, CT 06518-3045
A great choice for help reaching financial goals in the Hamden area
Take steps toward meeting your monetary objectives, intentionally
Contact Agent JoshInsurance and Financial products offered
Simple Insights®
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
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.
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
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.