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Investment services in and around O'Fallon

O'fallon, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Kathy Kilo Peterson in O'Fallon, MO is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.

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 anyone can contribute.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

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 carry over after you retire.

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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Kathy Kilo Peterson is happy to help.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • O'Fallon
  • Lake St. Louis
  • Wentzville
  • St. Peters
  • Defiance
  • New Melle
  • St. Charles
  • Weldon Spring
  • Chesterfield
  • Wildwood
  • Kirkwood
  • Troy
  • Dardenne Prairie
  • Cottleville
  • Warrenton
  • Augusta
  • Marthasville
  • Town & Country
  • Frontenac
  • Des Peres
  • Creve Coeur
  • Ladue
Profile photo of a State Farm Agent named: Kathy Kilo Peterson

Kathy Kilo Peterson

State Farm® Insurance Agent

Office Address:
2342 Technology Dr
Suite 101
O'Fallon, MO 63368
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Discover how State Farm can help you reach your financial goals

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Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.