Investment services in and around Cleveland
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
There will most likely come a time when your next career decision is to retire, but you can start making preparations for that day long before.
Investment Services
Are you looking to plan for college expenses, establish an emergency fund, or set up an IRA? State Farm agents are prepared to help you know where to begin.
Education Savings Plans
Now is the time to start saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, your spouse, or yourself, as they pursue higher education.
Estate Planning
As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.
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 continue after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Cleveland
- Brooklyn
- Parma, Parma Heights
- Strongsville
- North Royalton
- Independence
- Garfield Hts
- Beachwood
- Brecksville
- Lakewood
- Rocky River
- Avon, Avon Lake
- Westlake
- Middleburg Hts
- Berea
- Brunswick
- North Olmsted
- Shaker Hts
- Ohio City
- Chagrin Falls
- Lyndhurst
- Gordon Square
- Hinckley
- Medina
Jinisha Patel
State Farm® Insurance Agent
Looking for help reaching financial goals in the Cleveland area?
Start working toward your financial goals
Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.