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Investment services in and around Berea

Explore 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

There will most likely come a time when your next career decision is to retire, but you can start getting ready for that day long before.

Investment Services

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

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left before needing savings, flexibility, amount to save, and more. Agent Craig Loftis in Berea, KY would love to help walk you through the options that may be right for you.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you work toward these goals.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Craig Loftis can help you as you investigate the specifics.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to think about.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Berea
  • Richmond
  • Paint Lick
  • Brodhead
  • Waco
  • Mount Vernon
  • Irvine
  • Ravenna
  • McKee
  • Sandgap
  • Tyner
  • Orlando
Profile photo of a State Farm Agent named: Craig Loftis

Craig Loftis

State Farm® Insurance Agent

CPCU®
Office Address:
145 Plaza Drive
Berea, KY 40403
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Let State Farm be your first choice for help with reaching your financial goals

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