Investment services in and around Wales
Wales, 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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Brian Bartz is happy to help explore the options with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
Education Savings Plans
There are details to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent Brian Bartz in Wales, WI would love to help you investigate the options that may be right for you.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Brian Bartz is happy to help you explore your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Brian Bartz can help you research your choices.
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
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