Investment services in and around Roseau

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

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 Roseau, MN State Farm agent Kelli Palmquist can help you get to know.

Investment Services

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

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for your spouse, yourself, or your child.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Kelli Palmquist can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Kelli Palmquist can help you explore your choices.