Investment services in and around Lakeville

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 Lakeville, MN State Farm agent Andrew Wagner can help you get to know.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Andrew Wagner in Lakeville to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, 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 some different options depending on your current stage of life and your future goals. Local registered agent Andrew Wagner is happy to help you consider your options.