Investment services in and around Perrysburg
Perrysburg, choose State Farm for help with your financial goals
Contact Agent JulieState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start prepping for retirement, whether you're just joining the workforce or you've been working for some time.
Investment Services
There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Julie Spann Johnson can help you research which path may be right for you.
Education savings plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Legacy planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing cash for expenses, and more.
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 help you reach your goals. Your local registered agent Julie Spann Johnson can help you as you consider the specifics.
Business retirement plans
Quality employees can make a remarkable difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.
You have financial aspirations. Let us help!
Location
221 Louisiana Ave.Perrysburg, OH 43551
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Contact Agent JulieInsurance and Financial products offered
Simple Insights®
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.