Skip to content
Call
Text

Investment services in and around Charles City

Charles City, choose State Farm for help with your financial goals

Contact Agent Kim

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 Charles City, IA State Farm agent Kim Ruter can help you consider.

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

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

Legacy 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

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right way to create the stream of income you're looking for post-retirement.

Business retirement plans

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

Let us help with your dreams and goals

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: Kim Ruter

Kim Ruter

Ruter Ins and Fin Svcs Inc

ChFC®
Call
My office
ID card
Map showing State Farm Agent's office

Location

717 Kelly Mall Suite A
Charles City, IA 50616-2226
Map and directions

A great choice for help reaching financial goals in the Charles City area

Start working toward your financial goals

Contact Agent Kim

Insurance and Financial products offered

Simple Insights®

Holiday budget and saving tips

By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.

Borrowing against life insurance: What to know

Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.

Potential benefits of mutual fund investing

Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.

View more articles

Call us 24/7 at (641) 228-1537

Contact info

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Products you're interested in

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Please correct the following:

By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.