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Investment services in and around Beavercreek

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

Today is a good day to start preparing for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

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

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating 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 throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Quality employees can make a large 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 With Your Monetary Objectives

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

Start working toward your financial goals

Simple Insights®

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.

Simple Insights®

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.