Investment services in and around Wausau
Review 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
Now is the time to start preparing for retirement.
Investment Services
If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
Your agent Tonya Springer can help walk you through the particulars of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Wausau, WI
- Town of Maine
- Weston, WI
- Schofield, WI
- Rothschild, WI
- Marathon County
- Hatley, WI
- Rib Mountain, WI
- Mosinee, WI
- Marathon City
- Merrill, WI
- Edgar, WI
Looking for help reaching financial goals in the Wausau area?
Start working toward your financial goals
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.