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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Joel Bergantino in Independence, KY is here to help!
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Joel Bergantino in Independence to learn more about how they can assist you.
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, flexibility, your comfort with risk, and more.
Estate Planning
As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you pursue these goals.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Joel Bergantino is happy to help you research your options.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
Let Us Help You With Your Monetary Objectives
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
Independence neighbors, State Farm may be able to help you reach 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.
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
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.
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.