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Investment services in and around Mequon

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

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 determine which may be right for you, State Farm agent Andrew Stark in Mequon, WI is here to help!

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Andrew Stark can help you select which path may be right for you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for a special needs individual, and more.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Andrew Stark is happy to help.

Business Retirement Plans

State Farm has multiple retirement savings possibilities for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Mequon
  • Thiensville
  • Cedarburg
  • Milwaukee
  • Ozaukee
  • West Bend
  • North Shore
  • MKE
  • Janesville
  • Brown Deer
  • Jackson
  • Grafton
  • Port Washington
  • Waukesha
  • Washington
  • Sheboygan
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Andrew Stark

State Farm® Insurance Agent
Office Address:
11049 N Port Washington Road
Mequon, WI 53092-5032
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A great choice for help reaching financial goals in the Mequon area

Start working toward your financial goals

Simple Insights®

What To Do When A Loved One Dies

Often, it's difficult to know what to do when a loved one dies. We offer some suggestions to help you through this challenging time.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.

Simple Insights®

What To Do When A Loved One Dies

Often, it's difficult to know what to do when a loved one dies. We offer some suggestions to help you through this challenging time.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.