Investment services in and around Ottumwa

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 just starting a career or you've been working for some time.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Jim Carnahan in Ottumwa to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

As you sift through options and goals, including Ottumwa State Farm agent Jim Carnahan, can be a useful source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Jim Carnahan is happy to help you examine your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Jim Carnahan is happy to help.