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Investment services in and around Brooklyn

Investigate 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 even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, time left to save, time left before needing savings, and more. Agent Alan Wheeler in Brooklyn, NY would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Alan Wheeler is happy to help you consider your options.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored options.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Brooklyn
  • New York
  • New Jersey
  • New York City
  • Queens County
  • Kings County
  • Manhattan
  • Staten Island
  • Sussex
  • Newark
  • Bronx County
  • Park Slope
  • Rego Park
  • Bedford Stuyvesant
  • Flatbush
  • Boerum Hill
  • Brooklyn Heights
  • Cobble Hill
  • Clinton Hill
  • Prospect Heights
  • Carroll Gardens
  • Crown Heights
  • East New York
  • Red Hook
Profile photo of a State Farm Agent named: Alan Wheeler

Alan Wheeler

State Farm® Insurance Agent
Office Address:
483 Atlantic Avenue
Brooklyn, NY 11217-2023
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A great choice for help reaching financial goals in the Brooklyn area

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.

Find the future value of your savings with this calculator

This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.

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.

Find the future value of your savings with this calculator

This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.