Skip to content

Investment services in and around Greeley

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

One possible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Nick Burgard is happy to help you research your options.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored choices.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Weld County
  • Larimer County
  • Evans
  • Loveland
  • Johnstown
  • Fort Collins
Profile photo of a State Farm Agent named: Nick Burgard

Nick Burgard

State Farm® Insurance Agent

Office Address:
7251 W 20th Street Suite J-1
Greeley, CO 80634-4625
Map & Directions

A great choice for help reaching financial goals in the Greeley area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Are you better off paying down debt or investing?

This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.