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Investment services in and around Wells

Investigate 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

One feasible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Mark Schmitz to go through more specifics! Mark Schmitz is happy to discuss flexibility, your comfort with risk, your timeline, and more.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin creating 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

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Mark Schmitz can help you as you explore the specifics.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.

Let Us Help You Achieve Your Dreams And Goals

We also offer Investments services in:
  • Wells, MN
  • Alden, MN
  • Easton, MN
  • Kiester, MN
  • Bricelyn, MN
  • Delavan, MN
  • MN Lake , MN
  • New Richland, MN
  • Mapleton, MN
Profile photo of a State Farm Agent named: Mark Schmitz

Mark Schmitz

State Farm® Insurance Agent
Office Address:
10 North Broadway
Wells, MN 56097-1639
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Simple Insights®

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Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.

Simple Insights®

Good reasons to keep working after retirement

The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.

Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.