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Investment services in and around Monona

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

There will most likely come a time when your next career advancement is retirement, but you can start making preparations for that day long before.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

Your agent Julie Bass can help walk you through the particulars of saving for college.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • CAMBRIDGE
  • MADISON
  • MCFARLAND
  • STOUGHTON
  • MONONA
  • VERONA
  • DANE
  • WINNEBAGO
  • FOND DU LAC
  • MILWAUKEE
  • COOK COUNTY
  • GRAND RAPIDS
  • KENT COUNTY
  • DUBUQUE COUNTY
  • QUAD CITIES
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Julie Bass

State Farm® Insurance Agent

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Map showing State Farm Agent Julie Bass's office at 4703 Monona Dr., Monona, WI
Office Address:
4703 Monona Dr.
Monona, WI 53716
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A great choice for help reaching financial goals in the Monona area

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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.

Which retirement accounts are right for you?

Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.