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Investment services in and around Lakeville

Lakeville, 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

Aside from dreaming about where to travel and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

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

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

Your property and its proper stewardship is valuable. That's why it's a good idea to begin laying out steps now that will help you achieve 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

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Robert Joswiak

Robert Joswiak

State Farm® Insurance Agent
Office Address:
20838 Holyoke Avenue
PO BOX 810
Lakeville, MN 55044-0810
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Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Simple Insights®

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.

Simple Insights®

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.