Investment services in and around Port Jervis
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 fit for you. State Farm agent Joel Mermelstein is happy to help walk you through the specifics.
Investment Services
There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Joel Mermelstein can help you determine which path may be right for you.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Joel Mermelstein is happy to help you explore your options.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Middletown
- Monticello
- Cuddebackville
- Otisville
- Thompson
- Montague
- Lords Valley
- Milford
- Matamoras
- Sussex
- Orange
- Sullivan
- Pike
- Shohola Falls
- Bloomingrove
- Hawley
- Hainesville
- Dingmans Ferry
- Wantage
- Greenville
- Westbrookville
Joel Mermelstein
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
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®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
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.