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Investment services in and around Beloit

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement tomorrow.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Nick Oldenburg can help you determine which path may be right for you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

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 remain after you stop working.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Nick Oldenburg

Nick Oldenburg

State Farm® Insurance Agent
Office Address:
1406 Willowbrook Road Suite 130
Beloit, WI 53511-6925
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Simple Insights®

The dual income advantage: Money management for couples

Helpful and practical money management methods and budgeting tips for couples.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.

Simple Insights®

The dual income advantage: Money management for couples

Helpful and practical money management methods and budgeting tips for couples.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.