Skip to content

Investment services in and around Waunakee

Investigate 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

It's always a good time to start preparing for retirement.

Investment Services

Are you looking to save for a new house, invest for retirement, or set up an IRA? State Farm agents are available to help you know where to begin.

Education Savings Plans

Now is the time to begin 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 a friend, as they pursue higher education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Waunakee
  • Arboretum Village
  • Kilkenny Farms
  • Savannah Village
  • Westbridge
  • Southbridge
  • Windsor
  • Westport
  • Madison
  • Sun Prairie
  • DeForest
  • Middleton
  • Lodi
  • Verona
  • Fitchburg
  • Dane County
  • Sauk City
  • Baraboo
Profile photo of a State Farm Agent named: John Jensen

John Jensen

State Farm® Insurance Agent
Office Address:
1106 Stephenson Ln Ste 110
Waunakee, WI 53597
Map & Directions

Waunakee neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Simple Insights®