Investment services in and around Tulsa

Tulsa, 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

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 Mark Welty is happy to help explore the details with you.

Investment Services

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

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, flexibility, time left to save, and more. Agent Mark Welty in Tulsa, OK would love to help you explore the options that may be right for you.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Mark Welty is happy to help you consider your options.