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Investment services in and around Madison

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

There will most likely come a time when your next career move is to retire, but you can start making preparations for that day long before.

Investment Services

Are you looking to establish an emergency fund, invest for retirement, or set up an IRA? State Farm agents are ready to help you know where to begin.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds 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. Beginning 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

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 extend after you retire.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Madison
  • Middleton
  • Verona
  • Waterloo
  • Sun Prairie
  • Waunakee
  • McFarland
Profile photo of a State Farm Agent named: Michael Wegner

Michael Wegner

State Farm® Insurance Agent
Office Address:
425 Grand Canyon Dr
Madison, WI 53719-1040
Map & Directions

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

Let's work toward your financial dreams

Simple Insights®

Simple Insights®