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 new to the professional world or you've been working for some time.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more help, 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

There are details to think about before starting to save for education. These include flexibility, time left before needing savings, time left to save, and more. Agent Brian Bartz in Wales, WI would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like your goals, your stage of life, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Brian Bartz is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Brian Bartz can help you understand your choices.