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Investment services in and around Merrill

State Farm can help with your financial aspirations

Contact Agent Carl

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 Merrill, WI State Farm agent Carl Dodge can help you understand.

Investment Services

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

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 anyone can contribute.

Legacy planning

Your property and its proper stewardship is important. That's why it's a good idea to begin developing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

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

Business retirement plans

Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.

You have financial aspirations. Let us help!

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Profile photo of a State Farm Agent named: Carl Dodge

Carl Dodge

State Farm® Insurance Agent

Location

705 S Center Avenue Suite C
Merrill, WI 54452-3406

Looking for help reaching financial goals in the Merrill area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Carl

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