Investment services in and around Urbandale

Investigate 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

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 Urbandale, IA State Farm agent James Walford can help you investigate.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent James Walford in Urbandale to learn more about how they can assist you.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

As you sift through options and goals, including Urbandale State Farm agent James Walford, can be a valuable resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

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