Investment services in and around Salt Lake City

Salt Lake City, 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

There will most likely come a time when your next career advancement is retirement, but you can start preparing for that day long before.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

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

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent David (DJ) Wierschem can help you as you research the specifics.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.