Investment services in and around Ames
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
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 investigate which may be right for you, State Farm agent Pat Brown in Ames, IA is here to help!
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Pat Brown to go through more specifics! Pat Brown is happy to discuss your timeline, flexibility, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for the disposition of a business at death, and more.
Annuities
Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income that works for you and your goals post-retirement.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Ames, IA
- Huxley, IA
- Des Moines, IA
- Boone, IA
- Polk County, IA
- Boone County, IA
- Nevada, IA
- Story County, IA
- Gilbert, IA
- Cambridge, IA
- Story City, IA
- 50036, IA
- 50201, IA
- 50124, IA
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.