Investment services in and around Independence
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
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 choice for you. State Farm agent Joel Bergantino is happy to help explore the details with you.
Investment Services
Are you looking to establish an emergency fund, save for a new house, or invest for retirement? State Farm agents are happy to help you know where to begin.
Education Savings Plans
Your agent Joel Bergantino can help walk you through the different elements of saving for college.
Estate Planning
When trying to prepare for your future, State Farm agent Joel Bergantino may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Looking for a way to receive payments or regular income while retired? 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 quit working.
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, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Joel Bergantino is happy to help.
Let Us Help Champion Your Dreams And Goals
We also offer Investments services in:- Simon Kenton High
- Independence, KY
- Kentucky
- Ohio
- Cincinnati, Ohio
- Edgewood, Kentucky
- Ballyshannon
- Hearthstone
- Morning View
- Covington
- Piner
- Independence Oaks
- 3L
- Taylor Mill
- 536
- Cherokee
- Fort Thomas
- Florence
- Kenton County
- Boone County
- Erlanger
- Elsmere
- Crestview Hills
- Lakeside Park
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.