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Investment services in and around Kettering

Kettering, 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's no better time than the present to start preparing for retirement.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning 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 make progress toward these goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you retire.

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 there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Becki Taylor is happy to help you research your options.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Centerville
  • Kettering
  • Oakwood
  • Dayton
  • Montgomery
  • Warren
  • Springboro
  • Franklin
  • Waynesville
Profile photo of a State Farm Agent named: Becki Taylor

Becki Taylor

State Farm® Insurance Agent

ChFC®
Office Address:
215 E Stroop Rd
Kettering, OH 45429
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Looking for help reaching financial goals in the Kettering area?

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Simple Insights®

How to create a retirement income plan

Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.