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Investment services in and around Vestal

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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Kris Yelverton is happy to help walk you through the details.

Investment Services

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

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let Us Help Aid Your Dreams And Goals

We also offer Investments services in:
  • Vestal
  • Endicott
  • Apalchin
  • Binghamton
Profile photo of a State Farm Agent named: Kris Yelverton

Kris Yelverton

State Farm® Insurance Agent

ChFC®
Office Address:
109 Rano Blvd
Vestal, NY 13850
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