Investment services in and around Cincinnati
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 Kelly Torggler is happy to help talk you through the details.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
As you sift through options and goals, including Cincinnati State Farm agent Kelly Torggler, can be a useful resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, your goals, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent Kelly Torggler is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Kelly Torggler is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Cincinnati
- Loveland
- Mason
- Maineville
- Lebanon
- Symmes township
- Madeira
- Montgomery
- South Lebanon
- Deerfield Township
- Hyde Park
- Blue Ash
Kelly Torggler
State Farm® Insurance Agent
Looking for help reaching financial goals in the Cincinnati area?
Let's work toward your financial dreams
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
DIY home improvement or hire a pro?
DIY home improvement or hire a pro?
Before jumping into a home improvement project, weigh the pros and cons of a DIY approach vs. hiring a professional contractor.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
DIY home improvement or hire a pro?
DIY home improvement or hire a pro?
Before jumping into a home improvement project, weigh the pros and cons of a DIY approach vs. hiring a professional contractor.