Skip to content

Investment services in and around Wales

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

Today is a good day to start getting ready for retirement, whether you're newly employed or you've been working for some time.

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

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

Estate Planning

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

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right way to create the stream of income that's right for your post-retirement.

Business Retirement Plans

State Farm has multiple retirement savings alternatives for both business owners and their employees.

Let Us Help Champion Your Dreams And Goals

We also offer Investments services in:
  • Wales
  • Delafield
  • Waukesha
  • North Prairie
  • Dousman
  • Ottawa
  • Summit
  • Hartland
  • Oconomowoc
  • Nashotah
  • Pewaukee
  • Brookfield
  • New Berlin
  • Sussex
  • Merton
  • Concord
  • Mukwonago
  • Genesee
  • Okauchee
  • Sullivan
  • North Lake
  • Waukesha County, WI
  • Dodge County, WI
  • Jefferson County, WI
Profile photo of a State Farm Agent named: Brian Bartz

Brian Bartz

State Farm® Insurance Agent

Office Address:
214 S Wales Road
Wales, WI 53183-9737
Map & Directions

Wales neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

Checklist for moving into a new house

This new homeowner checklist can help ease your transition when you buy your first home.