Investment services in and around Billings

Billings, 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 the hobbies you'll finally have time for in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Rudy Strnad can help you select which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Rudy Strnad to go through more specifics! Rudy Strnad is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income you're looking for post-retirement.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance examining your options, your local State Farm agent Rudy Strnad is happy to help.