Investment services in and around Florence
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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Florence, KY State Farm agent Bob Boswell Jr can help you explore.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Bob Boswell Jr in Florence to learn more about how they can assist you.
Education Savings Plans
Your agent Bob Boswell Jr can help walk you through the various options of saving for college.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance researching specific options, registered agent Bob Boswell Jr 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 employees and/or employers can contribute, if loans are an option, and how many employees you have. Your local State Farm agent Bob Boswell Jr is happy to help you research your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Florence
- Boone County
- Kenton County
- Campbell County
- Grant County
- Pendleton County
- Gallatin County
- Carroll County
- Bracken County
- Owen County
- Covington
- Fort Mitchell
- Independence
- Erlanger
- Newport
- Latonia
- Burlington
- Union
- Alexandria
- Hebron
- Walton
- Dry Ridge
- Owenton
- Falmouth
Bob Boswell Jr
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
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.
Medicare coverage: Common questions and answers
Medicare coverage: Common questions and answers
Looking for help with Medicare questions? We break it down for you and explain what it is and what Medicare covers.
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.
Medicare coverage: Common questions and answers
Medicare coverage: Common questions and answers
Looking for help with Medicare questions? We break it down for you and explain what it is and what Medicare covers.