Skip to content

Investment services in and around Kettering

Explore 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

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 choice for you. State Farm agent Becki Taylor is happy to help explore the details with you.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Becki Taylor in Kettering to learn more about how they can assist you.

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

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Becki Taylor can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you retire.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Centerville
  • Kettering
  • Oakwood
  • Dayton
  • Montgomery
  • Warren
  • Springboro
  • Franklin
  • Waynesville
Profile photo of a State Farm Agent named: Becki Taylor

Becki Taylor

State Farm® Insurance Agent

ChFC®
Office Address:
215 E Stroop Rd
Kettering, OH 45429
Map & Directions

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

Let's work toward your financial dreams

Simple Insights®

How to create a retirement income plan

Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.