Investment services in and around Cincinnati

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

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 consider which may be right for you, State Farm agent Steve Ulmer in Cincinnati, OH is here to help!

Investment Services

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

Education Savings Plans

Your agent Steve Ulmer can help walk you through the specifics of saving for college.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income throughout 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 are done working.

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 employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Steve Ulmer is happy to help you examine your options.