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Investment services in and around Celina

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One helpful way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

As you sift through options and goals, including Celina State Farm agent Brian Stephan, can be a useful asset 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

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Brian Stephan is happy to help you research your options.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Celina
  • Mercer County
Profile photo of a State Farm Agent named: Brian Stephan

Brian Stephan

State Farm® Insurance Agent

Office Address:
1005 Grand Lake Rd Suite 2
Celina, OH 45822-9390
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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®

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.

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Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.