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Investment services in and around Milwaukee

Review Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There will most likely come a time when your next career advancement is retirement, but you can start preparing for that day long before.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

There's no better time than the present to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, your spouse, or yourself, as they pursue higher education.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after your death. State Farm can help you reach these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Milwaukee, WI
  • Menomonee Falls, WI
  • Oconomowoc, WI
  • Cudahy, WI
  • Oak Creek, WI
  • Muskego, WI
  • Racine, WI
  • South Milwaukee, WI
  • Mequon, WI
  • Kenosha, WI
  • Grafton, WI
  • Pewaukee, WI
  • St. Francis, WI
  • Wauwatosa, WI
  • Milwaukee county
  • Waukesha County
  • Racine County
  • Franklin, WI
  • Hales Corners, WI
  • Waukesha, WI
  • Brookfield, WI
  • Shorewood, WI
  • Glendale, WI
  • Elm Grove, WI
Profile photo of a State Farm Agent named: Sean Aldrich

Sean Aldrich

State Farm® Insurance Agent
Office Address:
2121 S Kinnickinnic Ave
Suite 7
Milwaukee, WI 53207
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Simple Insights®