Investment services in and around Hales Corners

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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Andy Lesar is happy to help talk you through the details.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left to save, amount to save, time left before needing savings, and more. Agent Andy Lesar in Hales Corners, WI would love to help you explore the options that may be right for you.

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

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Andy Lesar is happy to help you explore your options.