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Investment services in and around Oswego

Explore 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

One possible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent Rick Weissenhofer in Oswego, IL would love to help you explore the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Rick Weissenhofer may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Rick Weissenhofer can help you as you review the specifics.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Rick Weissenhofer is happy to help you examine your options.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Oswego
  • Montgomery
  • Yorkville
  • Aurora
  • North Aurora
  • Naperville
  • Plainfield
  • Sugar Grove
  • Joliet
  • Romeoville
  • Bristol
Profile photo of a State Farm Agent named: Rick Weissenhofer

Rick Weissenhofer

State Farm® Insurance Agent
Office Address:
2261 Orchard Road
Oswego, IL 60543-5105
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Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.