Investment services in and around Marquette
Marquette, 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 explore which may be right for you, State Farm agent Jill Leonard in Marquette, MI is here to help!
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
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
As you sift through options and goals, including Marquette State Farm agent Jill Leonard, can be a worthwhile asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jill Leonard can help you as you consider the specifics.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help You Achieve Your Dreams And Goals
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
Jill Leonard
State Farm® Insurance AgentA great choice for help reaching financial goals in the Marquette area
Let's work toward your financial dreams
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.