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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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement in the future.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

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

Estate Planning

As you sift through options and goals, including Marquette State Farm agent Jill Leonard, can be a valuable source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

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

Business Retirement Plans

State Farm has numerous retirement savings plans for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

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
Map & Directions

A great choice for help reaching financial goals in the Marquette area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

How to budget for non-monthly expenses

Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.

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.