Investment services in and around Independence
Review Your Financial Goals And Plans With State Farm
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 option for you. State Farm agent Joel Bergantino is happy to help explore the options with you.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more help, 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
Your agent Joel Bergantino can help walk you through the various options of saving for college.
Estate Planning
It can get overwhelming 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 valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Joel Bergantino is happy to help you consider your options.
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 retaining employees.
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
Looking for help reaching financial goals in the Independence area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.