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Investment services in and around Des Moines

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 fit for you. State Farm agent James Walford is happy to help explore the details with you.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Your agent James Walford can help walk you through the specifics of saving for college.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Depending on when you want your income payout to begin, your goals, 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 James Walford can help you as you examine the specifics.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help Assist With Your Dreams And Goals

We also offer Investments services in:
  • Des Moines, IA
  • Polk County Iowa
  • Carlisle, IA
  • Pleasant Hill, IA
  • Altoona, IA
  • Ankeny, IA
Profile photo of a State Farm Agent named: James Walford

James Walford

State Farm® Insurance Agent

ChFC®
Office Address:
3022 SE 14th Street
Des Moines, IA 50320-1301
Map & Directions

A great choice for help reaching financial goals in the Des Moines area

Let's work toward your financial dreams

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?