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Investment services in and around Westerville

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

It's always a good time to start preparing for retirement.

Investment Services

Are you looking to set up an IRA, establish an emergency fund, or save for a new house? State Farm agents are ready to help you know where to begin.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, yourself, or a friend.

Estate Planning

As an individual with assets, it is good 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 make progress toward these goals.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit 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 Achieve Your Dreams And Goals

Profile photo of a State Farm Agent named: Debbie Montgomery

Debbie Montgomery

State Farm® Insurance Agent
Office Address:
405 W Main St
Westerville, OH 43081
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Looking for help reaching financial goals in the Westerville area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®