Investment services in and around Urbandale
Urbandale, 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 Urbandale, IA State Farm agent James Walford can help you consider.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own 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
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance examining specific options, registered agent James Walford is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings choices for both business owners and their employees.
Let Us Help You Accomplish Your Dreams And Goals
We also offer Investments services in:- Polk County
- Dallas County
- Urbandale, Iowa
- Johnston, Iowa
- Clive, Iowa
- Des Moines, Iowa
- West Des Moines
- Grimes, Iowa
- Waukee, Iowa
James Walford
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.