Investment services in and around Mequon

State Farm Can Help With Your Financial Aspirations

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 Mequon, WI State Farm agent Joe Woelfle can help you investigate.

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't conclude 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 option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

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