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Investment services in and around Cincinnati

Cincinnati, 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

One practical way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start creating steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

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 extend after you stop working.

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, how many employees you have, and if loans are an option. Your local State Farm agent Steve Ulmer is happy to help you research your options.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Western Hills
  • Price Hill
  • Delhi
  • Green Township
  • Harrison
  • Dent
  • Cheviot
  • Cincinnati
  • Ohio
  • Indiana
  • Colerain
  • North Bend
  • Bridgetown
  • Covedale
  • Northside
  • Lawrenceburg
  • Mount Adams
  • Bright
  • Miami Twp
Profile photo of a State Farm Agent named: Steve Ulmer

Steve Ulmer

State Farm® Insurance Agent
Office Address:
3518 Glenmore Avenue
Cincinnati, OH 45211-5420
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Four kinds of savings and other important savings account information

It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Simple Insights®

Four kinds of savings and other important savings account information

It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.