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Investment services in and around Ontario

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

Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, a friend, or yourself.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Brian Gates can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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 remain after you retire.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Brian Gates

Brian Gates

State Farm® Insurance Agent

ChFC® CASL® CLU®
Office Address:
2021 Park Avenue West
Suite 100
Ontario, OH 44906-2259
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Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.