Investment services in and around Oconomowoc

Oconomowoc, 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

Now is the time to start preparing for retirement.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or set up an IRA? State Farm agents are prepared to help you know where to start.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you make progress toward these goals.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.