Investment services in and around Monroe

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 Monroe, WI State Farm agent Mike Mancini can help you get to know.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.

Annuities

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

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Mike Mancini is happy to help.