Investment services in and around Wooster
Wooster, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
There's no better time than the present to start preparing for retirement.
Investment Services
Are you looking to plan for college expenses, save for a new house, or invest for retirement? State Farm agents are prepped to help you know where to start.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
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 Sharon Guilliams can help you as you investigate the specifics.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Sharon Guilliams is happy to help you decipher your options.
Let Us Help Assist With Your Dreams And Goals
Looking for help reaching financial goals in the Wooster area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.