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Investment services in and around Oshkosh

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

There will most likely come a time when your next career move is retirement, but you can start getting ready for that day long before.

Investment Services

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

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Katie Coppersmith

Katie Coppersmith

State Farm® Insurance Agent

Office Address:
2210 Omro Rd.
STE B
Oshkosh, WI 54904
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Discover how State Farm can help you reach your financial goals

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Simple Insights®

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Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.