Investment services in and around Murrysville
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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Ladd Wagner is happy to help explore the specifics with you.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
Your agent Ladd Wagner can help walk you through the different elements of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Ladd Wagner can help you as you research the specifics.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
Ladd Wagner
State Farm® Insurance AgentMurrysville neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
Simple Insights®
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.