Investment services in and around Dayton
Navigate 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
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 understand which may be right for you, State Farm agent Linda Nervis in Dayton, OH is here to help!
Investment Services
Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are prepared to help you know where to start.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
When trying to prepare for your future, State Farm agent Linda Nervis may be a helpful resource 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 when you want your income payout to begin, how you want your contributions to be handled, your stage of life, and more. For assistance exploring specific options, registered agent Linda Nervis is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Linda Nervis is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Dayton
- Kettering
- Beavercreek
- Oakwood
- Trotwood
- Bellbrook
- Riverside
- Fairborn
- Huber Heights
- Centerville
- Clayton
- Englewood
- Springboro
- Harrison Township
- Xenia
- Cedarville
- Yellow Springs
Linda Nervis
State Farm® Insurance Agent
Looking for help reaching financial goals in the Dayton area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?