Investment services in and around Ottawa
Ottawa, 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
Aside from dreaming about your bucket list destinations and what you will do in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
Your agent Garry Peterson can help walk you through the various options of saving for college.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start laying out steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Basic expenses and bills don't conclude 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 solution 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 consider.
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Garry Peterson
State Farm® Insurance Agent
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Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Using indexes to measure stock market performance
Using indexes to measure stock market performance
Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.