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Investment services in and around Beavercreek

Navigate 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

Today is a good day to start preparing for retirement, whether you're just joining the workforce or you've been working for some time.

Investment Services

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

Education Savings Plans

Now is the time to begin saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, your child, or yourself, as they pursue higher education.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

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

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

Let Us Help You Reach Your Dreams And Goals

We also offer Investments services in:
  • Beavercreek
  • Xenia
  • Fairborn
  • Bellbrook
  • SugarCreek
  • Riverside
  • Greene County
  • Jamestown
  • Yellow Springs
  • Cedarville
  • Springfield
  • Waynesville
Profile photo of a State Farm Agent named: Mick Lundy

Mick Lundy

State Farm® Insurance Agent
Office Address:
2430 Dayton Xenia Rd
Suite C
Beavercreek, OH 45434
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®