Investment services in and around Lima
Investigate Your Financial Goals And Plans With State Farm
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 to retire, but you can start prepping for that day long before.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Lori Kroeger in Lima to learn more about how they can assist you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
When trying to prepare for your future, State Farm agent Lori Kroeger may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
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 remain after you retire.
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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Lori Kroeger is happy to help.
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
Lori Kroeger
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Lima area
Let's work toward your financial dreams
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Simple Insights®
Financial wellness tips to help improve your financial future
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Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
How to apply for college scholarships: It could save you money
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Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.