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Investment services in and around Altoona

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

Now is the time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

Now is the time to start saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Altoona
  • Des Moines
  • Bondurant
  • Colfax
  • Runnells
  • Mitchellville
  • Ankeny
  • Eastern Polk County
  • Jasper County
  • Marion County
  • Dallas County
  • West Des Moines
  • Adel
  • Waukee
  • Johnston
  • Newton
  • Elkhart
  • Prairie City
  • Indianola
  • Cummings
  • Pleasant Hill
  • Norwalk
  • Grimes
Profile photo of a State Farm Agent named: Tim Forbes

Tim Forbes

State Farm® Insurance Agent
Office Address:
325 8th Street SE
Altoona, IA 50009
Map & Directions

Altoona neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

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Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.

Simple Insights®

Medicare coverage: Common questions and answers

Looking for help with Medicare questions? We break it down for you and explain what it is and what Medicare covers.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.