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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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Brian Bartz in Wales, WI is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things 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

There are specifics to think about before starting to save for education. These include your comfort with risk, amount to save, 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.

Legacy planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start creating steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, your stage of life, and more. For assistance reviewing specific options, registered agent Brian Bartz is happy to help.

Business retirement plans

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

You have financial aspirations. Let us help!

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

Insurance and Financial products offered

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