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

There will most likely come a time when your next career decision is retirement, but you can start prepping for that day long before.

Investment Services

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Billy Tecklenburg to go through more specifics! Billy Tecklenburg is happy to explore your timeline, flexibility, your comfort with risk, and more.

Estate Planning

As you sift through options and goals, including Westerville State Farm agent Billy Tecklenburg, can be a beneficial asset to help you cover all bases. 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 when you want your income payout to begin, your stage of life, your goals, and more. For assistance considering specific options, registered agent Billy Tecklenburg 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 deciphering your options, your local State Farm agent Billy Tecklenburg is happy to help.