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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

Aside from dreaming about places you want to see and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

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

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for your child, a friend, or your spouse.

Estate Planning

When trying to prepare for your future, State Farm agent Ken Petersen may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.

Let Us Help You With Your Monetary Objectives

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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Simple Insights®

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.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?

Simple Insights®

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.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?