Investment services in and around Powell
Explore 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 Brian Davis is happy to help walk you through the details.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
There are details to think about before starting to save for education. These include time left to save, time left before needing savings, amount to save, and more. Agent Brian Davis in Powell, OH would love to help walk you through the options that may be right for you.
Estate Planning
As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you work toward these goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Brian Davis is happy to help you research your options.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Powell, Ohio
- Lewis Center, Ohio
- Worthington, Ohio
- Galena, Ohio
- Delaware, Ohio
- Dublin, Ohio
- Plain City, Ohio
- Columbus, Ohio
- Marysville, Ohio
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.