Investment services in and around Ithaca

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 advancement is retirement, but you can start making preparations for that day long before.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, your comfort with risk, time left before needing savings, and more. Agent Kris Yelverton in Ithaca, NY would love to help walk you through the options that may be right for you.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin constructing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

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 be right for you. Your local registered agent Kris Yelverton can help you as you consider the specifics.

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.