Investment services in and around Roseau

Roseau, 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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Kelli Palmquist is happy to help talk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Kelli Palmquist in Roseau to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Kelli Palmquist to go through more specifics! Kelli Palmquist is happy to explore your timeline, flexibility, your comfort with risk, and more.

Estate Planning

As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you are gone. State Farm can help you work toward these goals.

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 Kelli Palmquist can help you as you investigate the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Kelli Palmquist can help you study your choices.