Investment services in and around Chicago
Review 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
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 fit for you. State Farm agent Daria Bartkiewicz Kent is happy to help explain the specifics to you.
Investment Services
Are you looking to invest for retirement, save for a new house, or establish an emergency fund? State Farm agents are ready to help you know where to start.
Education Savings Plans
You can start preparing for college 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
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Daria Bartkiewicz Kent can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
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 retire.
Business Retirement Plans
Quality employees can make a large impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Jefferson Park, IL
- Chicago, IL
- Gladstone Park, IL
- Edison Park, IL
- Portage Park, IL
- Northbrook, IL
- Glenview, IL
- Norridge, IL
- Harwood Heights, IL
- Lincoln Park, IL
- Crystal Lake, IL
- Gold Coast, IL
- Wilmette, IL
- Wicker Park, IL
- Winnetka, IL
- Kenilworth, IL
- Glencoe, IL
- Lake Forest, IL
- Niles, IL
- River North, IL
Daria Bartkiewicz Kent
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Retirement plans for small business owners to consider
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
What is refinancing and when does it make sense?
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.