Investment services in and around Ithaca
Ithaca, 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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Kris Yelverton is happy to help talk you through the specifics.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left to save, your comfort with risk, flexibility, 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
Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Kris Yelverton is happy to help you investigate your options.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
You Have Financial Aspirations. Let Us Help!
Kris Yelverton
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Ithaca area
Let's work toward your financial dreams
Simple Insights®
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Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
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Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.