Investment services in and around Ontario
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 fit for you. State Farm agent Michelle Gates is happy to help explain the specifics to you.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to think about available products and services for a friend, your child, or yourself.
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 you are gone. State Farm can help you pursue these goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Michelle Gates is happy to help you consider your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Michelle Gates is happy to help you understand your options.
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Simple Insights®
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