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Investment services in and around Milford

Milford, 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

It's always a good time to start preparing for retirement.

Investment Services

Are you looking to save for a new house, plan for college expenses, or invest for retirement? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, your child, or yourself.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Wanda Carlson can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

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

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, how many employees you have, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Wanda Carlson is happy to help you research your options.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Wanda Carlson

Wanda Carlson

State Farm® Insurance Agent

ChFC®
Office Address:
415 Boston Post Rd
Suite 9
Milford, CT 06460-2578
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

How to reach your retirement goals

Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.