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Investment services in and around Lima

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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Lima, OH State Farm agent Lori Kroeger can help you consider.

Investment Services

If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

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

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Lori Kroeger can help you as you review the specifics.

Business Retirement Plans

State Farm has various retirement savings alternatives for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Lima
  • Delphos
  • Columbus Grove
  • Spencerville
  • Elida
  • Fort Jennings
  • Ottoville
  • Bluffton
  • Ottawa
  • Van Wert
Profile photo of a State Farm Agent named: Lori Kroeger

Lori Kroeger

State Farm® Insurance Agent
Office Address:
1617 Allentown Road Suite 101
Lima, OH 45805
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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®

Financial wellness tips to help improve your financial future

Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Simple Insights®

Financial wellness tips to help improve your financial future

Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.