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Investment services in and around Celina

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

Today is a good day to start getting ready for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

Are you looking to plan for college expenses, establish an emergency fund, or save for a new house? State Farm agents are happy to help you know where to begin.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Brian Stephan can help you as you review 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, if loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Brian Stephan is happy to help you examine your options.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Celina
  • Mercer County
Profile photo of a State Farm Agent named: Brian Stephan

Brian Stephan

State Farm® Insurance Agent

Office Address:
1005 Grand Lake Rd Suite 2
Celina, OH 45822-9390
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Simple Insights®

How do annuities work?

Learn how an annuity works and if it could be a valuable addition to your retirement plan.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.