Investment services in and around Waterloo

Waterloo, 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Waterloo, IA State Farm agent Matt Hennig can help you get to know.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Matt Hennig to go through more specifics! Matt Hennig is happy to discuss your timeline, flexibility, your comfort with risk, and more.

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

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Matt Hennig can help you as you explore the specifics.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.