Investment services in and around Oswego

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

Aside from dreaming about places you want to see and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

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

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance researching specific options, registered agent Rick Weissenhofer is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Rick Weissenhofer can help you explore your choices.