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Investment services in and around Wales

Wales, 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

Today is a good day to start preparing for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for a friend, yourself, or your child.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you work toward these goals.

Annuities

Basic expenses and bills don't quit 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 way to create the stream of income you're looking for post-retirement.

Business Retirement Plans

There is much to ponder 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.

Let Us Help You With Your Monetary Objectives

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.

Let's work toward your financial dreams

Simple Insights®

Simple Insights®