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Investment services in and around New Albany

New Albany, 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

There will most likely come a time when your next career advancement is to retire, but you can start preparing for that day long before.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

There's no better time than the present to begin saving for college. You can start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, your spouse, or your child, as they pursue higher education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

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 attracting and retaining employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Jonathan Yu

Jonathan Yu

State Farm® Insurance Agent
Office Address:
5497 New Albany Road W
New Albany, OH 43054-8221
Map & Directions

Looking for help reaching financial goals in the New Albany area?

Start working toward your financial goals

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