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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Salt Lake City, UT State Farm agent David (DJ) Wierschem can help you get to know.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent David (DJ) Wierschem in Salt Lake City to learn more about how they can assist you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

When trying to prepare for your future, State Farm agent David (DJ) Wierschem may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent David (DJ) Wierschem is happy to help you investigate your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent David (DJ) Wierschem can help you study your choices.