Investment services in and around Cincinnati

Cincinnati, 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 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 fit for you. State Farm agent Mike Schweppe is happy to help walk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Mike Schweppe in Cincinnati to learn more about how they can assist you.

Education Savings Plans

Your agent Mike Schweppe can help walk you through the particulars of saving for college.

Estate Planning

As you sift through options and goals, including Cincinnati State Farm agent Mike Schweppe, can be a helpful source to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.