Investment services in and around Waverly

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

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 option for you. State Farm agent Herbie Strange is happy to help explore the details with you.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Herbie Strange in Waverly to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, time left before needing savings, amount to save, and more. Agent Herbie Strange in Waverly, OH would love to help walk you through the options that may be right for you.

Estate Planning

As you sift through options and goals, including Waverly State Farm agent Herbie Strange, can be a worthwhile 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

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.

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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Herbie Strange is happy to help.