Skip to content

Investment services in and around Rochester

Review 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

There will most likely come a time when your next career advancement is retirement, but you can start getting ready for that day long before.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.

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.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income amid 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 stop working.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Monroe County
  • Gates
  • Greece
  • Spencerport
  • Brockport
  • Hamlin
  • Hilton
Profile photo of a State Farm Agent named: Cara Welling

Cara Welling

State Farm® Insurance Agent
Office Address:
558 Elmgrove Road
Rochester, NY 14606-3348
Map & Directions

A great choice for help reaching financial goals in the Rochester area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

The dual income advantage: Money management for couples

Helpful and practical money management methods and budgeting tips for couples.

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.

Simple Insights®

The dual income advantage: Money management for couples

Helpful and practical money management methods and budgeting tips for couples.

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.