Investment services in and around Merrill

Merrill, 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

There's no better time than the present to start preparing for retirement.

Investment Services

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

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, flexibility, your comfort with risk, and more. Agent Carl Dodge in Merrill, WI would love to help you investigate the options that may be right for you.

Estate Planning

As you sift through options and goals, including Merrill State Farm agent Carl Dodge, 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 your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Carl Dodge can help you as you consider the specifics.

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 loans are an option, and how many employees you have. Your local State Farm agent Carl Dodge is happy to help you decipher your options.