Investment services in and around Lake Zurich

Explore 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

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 fit for you. State Farm agent Jason Okrzesik is happy to help explore the details with you.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or save for a new house? State Farm agents are prepped to help you know where to start.

Education Savings Plans

Your agent Jason Okrzesik can help walk you through the different elements of saving for college.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin laying out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.