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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

Today is a good day to start getting ready for retirement, whether you're newly employed or you've been working for some time.

Investment Services

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

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you make progress toward these goals.

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 continue after you stop working.

Business Retirement Plans

There is much to contemplate 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 appealing to and maintaining employees.

Let Us Help You Achieve 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
Profile photo of a State Farm Agent named: Joel Bergantino

Joel Bergantino

State Farm® Insurance Agent
Office Address:
2088 Centennial Blvd
Independence, KY 41051-7042
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Simple Insights®