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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

Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jordan Hale can help you as you examine the specifics.

Business Retirement Plans

State Farm has numerous retirement savings plans for both business owners and their employees.

Let Us Help You Accomplish Your Dreams And Goals

We also offer Investments services in:
  • Waterloo, IL
  • Columbia, IL
  • Dupo, IL
  • Red Bud, IL
  • Swansea, IL
  • Freeburg, IL
  • Smithton, IL
  • Valmeyer, IL
  • Maeystown, IL
  • Belleville, IL
  • Douglas, IL
  • Cahokia Heights, IL
  • Millstadt, IL
  • Briar Hill, IL
  • Fairview Heights, IL
  • New Athens, IL
  • Avery Hill, IL
  • Mehlville, MO
  • Oakville, MO
  • St. Louis, MO
Profile photo of a State Farm Agent named: Jordan Hale

Jordan Hale

State Farm® Insurance Agent
Office Address:
736 N Market Street Suite C
Waterloo, IL 62298-1093
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Who wants to be a millionaire? Find out how long it takes

Use this calculator and enter your age, savings, and what you have currently saved to discover the time it will take to be a millionaire.

How much to budget for home maintenance

Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.

Simple Insights®

Who wants to be a millionaire? Find out how long it takes

Use this calculator and enter your age, savings, and what you have currently saved to discover the time it will take to be a millionaire.

How much to budget for home maintenance

Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.