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Investment services in and around Dubuque

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 understand which may be right for you, State Farm agent Sam Herrig in Dubuque, IA is here to help!

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

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

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Sam Herrig can help you as you research the specifics.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Dubuque
  • Peosta
  • Farley
  • Epworth
  • Dyersville
  • Galena
  • East Dubuque
  • Platteville
  • Kieler
  • Cuba City
  • Maquoketa
  • Bellevue
Profile photo of a State Farm Agent named: Sam Herrig

Sam Herrig

State Farm® Insurance Agent
Office Address:
3338 Center Grove Drive Suite 101
Dubuque, IA 52003-5281
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A great choice for help reaching financial goals in the Dubuque area

Take steps toward meeting your monetary objectives, intentionally

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Simple Insights®