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 choice for you. State Farm agent Anthony Bone is happy to help walk you through the specifics.

Investment Services

If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

Your agent Anthony Bone can help walk you through the different elements of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing cash for expenses, and more.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable 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

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Anthony Bone can help you understand your choices.