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Investment services in and around Waukee

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

There will most likely come a time when your next career move is retirement, but you can start getting ready for that day long before.

Investment Services

Are you looking to establish an emergency fund, set up an IRA, or plan for college expenses? State Farm agents are prepared to help you know where to start.

Education Savings Plans

There's no better time than the present to begin saving for college. You can start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is ideal 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 work toward these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Des Moines
  • West Des Moines
  • Clive
  • Urbandale
  • Adel
  • Grimes
  • Johnston
  • Altoona
  • VanMeter
  • Dalla Center
  • Granger
  • Earlham
  • Polk City
  • Redfield
  • Dexter
  • Winterset
  • Ankeny
  • Bondurant
  • Cumming
  • Norwalk
Profile photo of a State Farm Agent named: Bob D Smith

Bob D Smith

State Farm® Insurance Agent
Office Address:
80 4th Street
Waukee, IA 50263-1056
Map & Directions

A great choice for help reaching financial goals in the Waukee area

Take steps toward meeting your monetary objectives, intentionally

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Basic terms about credit, retirement and investing that may contribute to your financial knowledge.

Simple Insights®

How much to budget for home maintenance

Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.