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Investment services in and around Centerville

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

There's no better time than the present to start preparing for retirement.

Investment Services

If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.

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 important. That's why it's a good idea to start constructing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

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 are finished working.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Kettering, OH
  • Dayton, OH
  • Springboro, OH
  • Bellbrook, OH
  • Beavercreek, OH
  • Miamisburg, OH
  • Lebanon, OH
  • Fairborn, OH
  • Waynesville, OH
  • Columbus, OH
  • Cincinnati, OH
  • Cleveland, OH
  • Dublin, OH
  • South Lebanon, OH
  • Mason, OH
  • West Chester, OH
  • Huber Heights, OH
  • Franklin, OH
  • Loveland, OH
  • Middletown, OH
  • Monroe, OH
  • Hamilton, OH
  • Worthington, OH
  • Upper Arlington, OH
Profile photo of a State Farm Agent named: Tim McKenzie

Tim McKenzie

State Farm® Insurance Agent
Office Address:
157 S Main Street
Centerville, OH 45458-2370
Map & Directions

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

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?

Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?