Investment services in and around Wales

Navigate 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

Today is a good day to start getting ready for retirement, whether you're newly employed or you've been working for some time.

Investment Services

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

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

As you sift through options and goals, including Wales State Farm agent Brian Bartz, can be a useful resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 work for you. Your local registered agent Brian Bartz can help you as you investigate the specifics.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.