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Investment services in and around Waukee

Review Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about where to travel and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to think about available products and services for yourself, a friend, or your spouse.

Estate Planning

When trying to prepare for your future, State Farm agent Bob D Smith may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to ponder.

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
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Types of wills and trusts

What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.

How much money do you need to retire?

How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.

Simple Insights®

Types of wills and trusts

What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.

How much money do you need to retire?

How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.