Investment services in and around Beavercreek
Beavercreek, 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
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 determine which may be right for you, State Farm agent Mick Lundy in Beavercreek, OH is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
Your agent Mick Lundy can help walk you through the various options of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.
Annuities
Looking for a way to receive payments or regular income while retired? 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 finished working.
Business Retirement Plans
Quality employees can make a huge impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Beavercreek
- Xenia
- Fairborn
- Bellbrook
- SugarCreek
- Riverside
- Greene County
- Jamestown
- Yellow Springs
- Cedarville
- Springfield
- Waynesville
Mick Lundy
State Farm® Insurance Agent
Beavercreek neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.