Investment services in and around Oxford

Oxford, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Rick Verst in Oxford, OH is here to help!

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Rick Verst in Oxford to learn more about how they can assist you.

Education Savings Plans

Your agent Rick Verst can help walk you through the different elements of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing income to family members, and more.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Rick Verst is happy to help.