Investment services in and around Columbus
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jonathan Yu to go through more specifics! Jonathan Yu is happy to explore your timeline, flexibility, your comfort with risk, and more.
Estate Planning
When trying to prepare for your future, State Farm agent Jonathan Yu may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance considering specific options, registered agent Jonathan Yu is happy to help.
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 there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Jonathan Yu is happy to help you understand your options.
Let Us Help You Fulfill Your Dreams And Goals
We also offer Investments services in:- Columbus, Ohio
- New Albany, Ohio
- Dublin, Ohio
- Lansing, Michigan
- Philidelphia, PA
Jonathan Yu
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.