Investment services in and around Davenport

Investigate 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

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 fit for you. State Farm agent Oswaldo Velazquez is happy to help talk you through the details.

Investment Services

Are you looking to invest for retirement, establish an emergency fund, or plan for college expenses? State Farm agents are ready to help you know where to begin.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Oswaldo Velazquez to go through more specifics! Oswaldo Velazquez is happy to explore your comfort with risk, your timeline, flexibility, and more.

Estate Planning

As you sift through options and goals, including Davenport State Farm agent Oswaldo Velazquez, can be a helpful asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you stop working.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Oswaldo Velazquez is happy to help you research your options.