Investment services in and around Davenport

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement sooner.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

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

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you reach these goals.

Annuities

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

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Matthew Casillas is happy to help.