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Investment services in and around Mequon

State Farm Can Help With Your Financial Aspirations

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

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Andrew Stark in Mequon, WI is here to help!

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Andrew Stark can help you select which path may be right for you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for a special needs individual, and more.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Andrew Stark is happy to help.

Business Retirement Plans

State Farm has multiple retirement savings possibilities for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Mequon
  • Thiensville
  • Cedarburg
  • Milwaukee
  • Ozaukee
  • West Bend
  • North Shore
  • MKE
  • Janesville
  • Brown Deer
  • Jackson
  • Grafton
  • Port Washington
  • Waukesha
  • Washington
  • Sheboygan
Profile photo of a State Farm Agent named: Andrew Stark

Andrew Stark

State Farm® Insurance Agent
Office Address:
11049 N Port Washington Road
Mequon, WI 53092-5032
Map & Directions

A great choice for help reaching financial goals in the Mequon area

Start working toward your financial goals

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.