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Investment services in and around Westerville

Westerville, 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

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

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

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 persist after you stop working.

Business Retirement Plans

There is much to consider 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 attracting and retaining employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Anthony Pelfrey

Anthony Pelfrey

State Farm® Insurance Agent
Office Address:
309 S. State St.
Westerville, OH 43081
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.

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®

Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.

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.