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Investment services in and around Wales

Wales, choose State Farm for help with your financial goals

Contact Agent Brian

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Wales, WI State Farm agent Brian Bartz can help you understand.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Brian Bartz in Wales to learn more about how they can assist you.

Education savings plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing 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

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Brian Bartz is happy to help you consider your options.

Business retirement plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let us help champion your dreams and goals

State Farm agent Brian Bartz offers Investments services in:

  • Wales
  • Delafield
  • Waukesha
  • North Prairie
  • Dousman
  • Ottawa
  • Summit
  • Hartland
  • Oconomowoc
  • Nashotah
  • Pewaukee
  • Brookfield
  • New Berlin
  • Sussex
  • Merton
  • Concord
  • Mukwonago
  • Genesee
  • Okauchee
  • Sullivan
  • North Lake
  • Waukesha County, WI
  • Dodge County, WI
  • Jefferson County, WI
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Brian Bartz offers Investments services in:

  • Wales
  • Delafield
  • Waukesha
  • North Prairie
  • Dousman
  • Ottawa
  • Summit
  • Hartland
  • Oconomowoc
  • Nashotah
  • Pewaukee
  • Brookfield
  • New Berlin
  • Sussex
  • Merton
  • Concord
  • Mukwonago
  • Genesee
  • Okauchee
  • Sullivan
  • North Lake
  • Waukesha County, WI
  • Dodge County, WI
  • Jefferson County, WI
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Brian Bartz

State Farm® Insurance Agent

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Location

214 S Wales Road
Wales, WI 53183-9737
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Brian

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