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®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
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.
Simple Insights®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
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.