Investment services in and around Independence

Independence, Choose State Farm For Help With Your Financial Goals

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 explain the details to you.

Investment Services

If a new home, retirement, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Joel Bergantino to go through more specifics! Joel Bergantino is happy to discuss your timeline, your comfort with risk, flexibility, and more.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Joel Bergantino can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you stop working.