Investment services in and around Waterville
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
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 option for you. State Farm agent John Fortier is happy to help explore the specifics with you.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent John Fortier to go through more specifics! John Fortier is happy to discuss your comfort with risk, your timeline, flexibility, and more.
Estate Planning
When trying to prepare for your future, State Farm agent John Fortier may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent John Fortier is happy to help you explore your options.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent John Fortier is happy to help.
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
John Fortier
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Common estate-planning mistakes
Common estate-planning mistakes
Forgetting to change beneficiary information is a common mistake when planning an estate. We break down estate planning dilemmas and more.
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Common estate-planning mistakes
Common estate-planning mistakes
Forgetting to change beneficiary information is a common mistake when planning an estate. We break down estate planning dilemmas and more.