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Investment services in and around Burlington

Burlington, 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 Burlington, IA State Farm agent Ken Petersen can help you explore.

Investment Services

There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Ken Petersen can help you decide which path may be right for you.

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

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Ken Petersen can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

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

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let Us Help You Accomplish Your Dreams And Goals

We also offer Investments services in:
  • Burlington
  • Des Moines County
  • Henry County
  • Lee County
  • Henderson County
  • Danville
  • Mediapolis
  • West Burlington
  • Gulfport
  • Gladstone
  • Carman
  • Mount Pleasant
  • New London
  • Keokuk
  • Wapello
  • West Point
  • Wever
  • Iowa
  • Illinois
  • Southeast Iowa
Profile photo of a State Farm Agent named: Ken Petersen

Ken Petersen

State Farm® Insurance Agent
Office Address:
3115 Agency Street # A
Burlington, IA 52601-1908
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