Investment services in and around Saint Louis

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Dan Rataj in Saint Louis, MO is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Dan Rataj in Saint Louis to learn more about how they can assist you.

Education Savings Plans

Your agent Dan Rataj can help walk you through the particulars of saving for college.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing income to family members upon owner's death, 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 Dan Rataj can help you as you consider the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Dan Rataj can help you understand your choices.