Investment services in and around Roseau
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
One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Kelli Palmquist is happy to help you investigate your options.
Business Retirement Plans
Quality employees can make a huge difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Roseau
- Warroad
- Baudette
- Greenbush
- Badger
- Salol
- Wannaska
- Strathcona
- Grygla
- Middle River
- Roosevelt
- Williams
- Gatzke
Kelli Palmquist
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
A before and after marriage checklist
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.