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Investment services in and around Oshkosh

State Farm can help with your financial aspirations

Contact Agent Katie

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Katie Coppersmith in Oshkosh, WI is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.

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.

Legacy planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing income to family members, and more.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you retire.

Business retirement plans

Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.

Let us help you with your monetary objectives

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Katie Coppersmith

Katie Coppersmith Ins Agcy Inc

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Location

2210 Omro Rd.
STE B
Oshkosh, WI 54904
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Oshkosh neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Contact Agent Katie

Insurance and Financial products offered

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For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.