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Investment services in and around Cincinnati

Navigate 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Marc Sullivan in Cincinnati, OH is here to help!

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

When saving for college, even modest contributions can help over time.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

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

Let Us Help With Your Dreams And Goals

Profile photo of a State Farm Agent named: Marc Sullivan

Marc Sullivan

State Farm® Insurance Agent

Office Address:
2061 Beechmont Avenue
Cincinnati, OH 45230-1698
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Cincinnati neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

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