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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

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 Dustin Bass in Tulsa, OK is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Dustin Bass can help you research your choices.

Let Us Help Support Your Dreams And Goals

Profile photo of a State Farm Agent named: Dustin Bass

Dustin Bass

State Farm® Insurance Agent

ChFC® CASL® CLU®
Office Address:
8920 S Delaware Ave
Tulsa, OK 74137
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Organize paying bills

You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.

Things to do before going to college

Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.

Simple Insights®

Organize paying bills

You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.

Things to do before going to college

Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.