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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Independence, KY State Farm agent Joel Bergantino can help you get to know.

Investment Services

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

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, your comfort with risk, time left to save, and more. Agent Joel Bergantino in Independence, KY would love to help you investigate the options that may be right for you.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance investigating specific options, registered agent Joel Bergantino is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Joel Bergantino can help you explore your choices.