Investment services in and around Marquette
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
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 Jill Leonard is happy to help explore the details with you.
Investment Services
There are options available for you if you'd like additional pointers on saving for your future. State Farm agent Jill Leonard can help you determine which path may be right for you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jill Leonard to go through more specifics! Jill Leonard is happy to explore your comfort with risk, your timeline, flexibility, and more.
Estate Planning
As you sift through options and goals, including Marquette State Farm agent Jill Leonard, can be a worthwhile asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Jill Leonard is happy to help you research your options.
Business Retirement Plans
State Farm has various retirement savings alternatives for both business owners and their employees.
Let Us Help You Reach Your Dreams And Goals
We also offer Investments services in:- Marquette
- Escanaba
- Ishpeming
- Negaunee
- Gwinn
- Rapid River
- Gladstone
- Republic
- Wilson
- Carney
- Cornell
- Champion
- Menominee
- Rumely
- Michagamme
- Green Bay
- Trenary
- Palmer
- Skandia
- Wetmore
- Harvey
- Big Bay
- Chatham
- Munising
Jill Leonard
State Farm® Insurance AgentLooking for help reaching financial goals in the Marquette area?
Start working toward your financial goals
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.