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Investment services in and around Waterville

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

One feasible 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, discerning your risk tolerance and time horizon.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

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

Quality employees can make a huge difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Waterville
  • Oakland
  • Sidney
  • Belgrade
  • Winslow
  • Benton
  • Fairfield
  • Smithfield
  • Vassalboro
  • China
  • Clinton
  • Albion
  • Monmouth
  • Mt Vernon
  • Readfield
  • Mercer
  • Palermo
  • Windsor
  • Pittsfield
  • Rome
  • Augusta
  • Norridgewock
  • Kennebec, Maine
Profile photo of a State Farm Agent named: John Fortier

John Fortier

State Farm® Insurance Agent

Office Address:
305 Kennedy Memorial Drive
Waterville, ME 04901
Map & Directions

Looking for help reaching financial goals in the Waterville area?

Start working toward your financial goals

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

Review your estate planning checklist

This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.