Investment services in and around Lakeville
Investigate 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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement sooner.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Your agent Andrew Wagner can help walk you through the different elements of saving for college.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance exploring specific options, registered agent Andrew Wagner is happy to help.
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, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Andrew Wagner is happy to help you examine your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Apple Valley, MN
- Burnsville, MN
- Minneapolis, MN
- Saint Paul, MN
- Prior Lake, MN
- Dakota County, MN
- Hennepin County, MN
- Washington County
- Minnesota
- Ramsey County, MN
- Rice County, MN
- Wisconsin
Andrew Wagner
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Lakeville area
Let's work toward your financial dreams
Simple Insights®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
Personal net worth
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®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
Personal net worth
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.