Investment services in and around Mineral Wells
Explore your financial goals and plans with State Farm
Contact Agent JakeState 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
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education savings plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Legacy planning
As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you work toward these goals.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jake Lohri can help you as you investigate the specifics.
Business retirement plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Jake Lohri is happy to help.
You have financial aspirations. Let us help!
State Farm agent Jake Lohri offers Investments services in:
- Mineral Wells, WV
- Parkersburg, WV
- Wood County, WV
- WEST VIRGINIA
- OHIO
State Farm agent Jake Lohri offers Investments services in:
- Mineral Wells, WV
- Parkersburg, WV
- Wood County, WV
- WEST VIRGINIA
- OHIO
Location
1405 Elizabeth Pike Suite 102Mineral Wells, WV 26150-6814
A great choice for help reaching financial goals in the Mineral Wells area
Let's work toward your financial dreams
Contact Agent JakeInsurance and Financial products offered
Simple Insights®
Find the future value of your savings with this calculator
This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.