Skip to content

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement tomorrow.

Investment Services

Are you looking to save for a new house, establish an emergency fund, or plan for college expenses? State Farm agents are ready to help you know where to start.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Steve Ulmer to go through more specifics! Steve Ulmer is happy to discuss your timeline, flexibility, your comfort with risk, and more.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

Let Us Help Champion Your Dreams And Goals

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

ChFC® CLU®
Office Address:
3518 Glenmore Avenue
Cincinnati, OH 45211-5420
Map & Directions

A great choice for help reaching financial goals in the Cincinnati area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is a will and why do you need one?

Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.

Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.