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
Now is the time to start preparing for retirement.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
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.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
Let Us Help You Fulfill 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
Joel Bergantino
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Independence area
Start working toward your financial goals
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.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.
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.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.