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Investment services in and around Waterloo

Waterloo, 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 Waterloo, IL State Farm agent Chuck Pittman can help you explore.

Investment Services

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

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance considering specific options, registered agent Chuck Pittman is happy to help.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Columbia
  • Valmeyer
Profile photo of a State Farm Agent named: Chuck Pittman

Chuck Pittman

State Farm® Insurance Agent

LUTCF®
Office Address:
111 North Market Street
Waterloo, IL 62298
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

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