Investment services in and around Peoria

Peoria, 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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Jodi Brown is happy to help walk you through the details.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you pursue these goals.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Jodi Brown is happy to help you explore your options.

Business Retirement Plans

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