Investment services in and around Peoria

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

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 choice for you. State Farm agent Jeff Burtis is happy to help talk you through the details.

Investment Services

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

Education Savings Plans

Interested in ways to start saving for college? It may be time to consider available products and services for yourself, a friend, or your child.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Jeff Burtis can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

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

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.