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Investment services in and around Connersville

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

There will most likely come a time when your next career move is retirement, but you can start getting ready for that day long before.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or save for a new house? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, amount to save, flexibility, and more. Agent Cindy Bernzott in Connersville, IN would love to help you investigate the options that may be right for you.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you reach these goals.

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 remain after you retire.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored options.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Cindy Bernzott

Cindy Bernzott

State Farm® Insurance Agent

ChFC®
Office Address:
115 Canyon Parkway
Connersville, IN 47331
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Simple Insights®

When should I update my estate plan?

Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.

How does 401k matching work?

Find out how 401k savings plans and employer matching works.