Investment services in and around Wales
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Now is the time to start preparing for retirement.
Investment Services
Are you looking to invest for retirement, establish an emergency fund, or save for a new house? State Farm agents are prepared to help you know where to start.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
You Have Financial Aspirations. Let Us Help!
We also offer 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
Brian Bartz
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Are you saving enough for college? Find out with this calculator
Are you saving enough for college? Find out with this calculator
Use this calculator to determine how much should be saved for future college costs.
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Are you saving enough for college? Find out with this calculator
Are you saving enough for college? Find out with this calculator
Use this calculator to determine how much should be saved for future college costs.