Skip to content

Investment services in and around Cedar Rapids

Investigate Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Cedar Rapids, IA State Farm agent Heath Kilpatrick can help you understand.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Heath Kilpatrick can help you research which path may be right for you.

Education Savings Plans

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

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.

Business Retirement Plans

State Farm has numerous retirement savings choices for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Cedar Rapids
  • Hiawatha
  • Marion
  • Palo
  • Robins
  • Center Point
  • Urbana
  • Shellsburg
  • Atkins
  • Eastern Iowa
  • Tiffin
  • North Liberty
  • Iowa City
  • Swisher
  • Shueyville
  • Anamosa
  • Fairfax
  • Walford
  • Mount Vernon
  • Linn County
Profile photo of a State Farm Agent named: Heath Kilpatrick

Heath Kilpatrick

State Farm® Insurance Agent

ChFC® CPCU® RICP® CASL® CLU®
Office Address:
5200 Fountains Dr NE Ste 108
Cedar Rapids, IA 52411
Map & Directions

Cedar Rapids neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

What to consider before refinancing your home

Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.

How to financially prepare for a baby

Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.