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Investment services in and around Marquette

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

Aside from dreaming about your bucket list destinations and what you will do in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

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

Estate Planning

As an individual with assets, it is ideal 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 reach these goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Jill Leonard is happy to help you explore your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Jill Leonard is happy to help you examine your options.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Marquette
  • Escanaba
  • Ishpeming
  • Negaunee
  • Gwinn
  • Rapid River
  • Gladstone
  • Republic
  • Wilson
  • Carney
  • Cornell
  • Champion
  • Menominee
  • Rumely
  • Michagamme
  • Green Bay
  • Trenary
  • Palmer
  • Skandia
  • Wetmore
  • Harvey
  • Big Bay
  • Chatham
  • Munising
Profile photo of a State Farm Agent named: Jill Leonard

Jill Leonard

State Farm® Insurance Agent

ChFC®
Office Address:
3226B US 41 W
Marquette, MI 49855
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Simple Insights®

How to create a retirement income plan

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

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.