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Investment services in and around Oconomowoc

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

Today is a good day to start getting ready for retirement, whether you're just joining the workforce or you've been working for some time.

Investment Services

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

Education Savings Plans

Thinking about ways to start saving for college? It may be time to consider available products and services for a friend, your spouse, or your child.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.

Business Retirement Plans

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

Let Us Help Champion Your Dreams And Goals

Profile photo of a State Farm Agent named: Will Edwards

Will Edwards

State Farm® Insurance Agent

ChFC® RICP® CLU®
Office Address:
220 S. Silver Lake St.
Oconomowoc, WI 53066-3723
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

How much to budget for home maintenance

Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.

Simple Insights®

How much to budget for home maintenance

Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.