Investment services in and around Neenah

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 Neenah, WI State Farm agent Dave Mader can help you get to know.

Investment Services

There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Dave Mader can help you determine which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Dave Mader to go through more specifics! Dave Mader is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Dave Mader is happy to help you investigate your options.

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 loans are an option, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Dave Mader is happy to help you research your options.