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Investment services in and around Brookfield

Brookfield, Choose State Farm For Help With Your Financial Goals

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

Investment Services

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

Education Savings Plans

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

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Andrew Stark can help you as you consider the specifics.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Menomonee Falls
  • Waukesha
  • Germantown
  • Pewaukee
  • Delafield
  • Lannon
  • Wauwatosa
  • Oconomowoc
  • Milwaukee
  • Waukesha County
  • Ozaukee County
  • Mequon
  • Glendale
  • Milwaukee County
  • Butler
  • Elm Grove
  • Sussex
  • New Berlin
  • West Allis
  • Brown Deer
  • Hales Corner
  • Greenfield
  • Whitefish Bay
  • Cedarburg
Profile photo of a State Farm Agent named: Andrew Stark

Andrew Stark

State Farm® Insurance Agent
Office Address:
15460 W Capitol Drive Suite 220
Brookfield, WI 53005-2632
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

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Simple Insights®

What does the executor of a will do?

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How to create a retirement income plan

Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.