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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

Now is the time to start preparing for retirement.

Investment Services

Are you looking to plan for college expenses, invest for retirement, or establish an emergency fund? State Farm agents are happy to help you know where to begin.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, your child, or a friend.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady 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 remarkable impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.

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
Profile photo of a State Farm Agent named: Julie Bass

Julie Bass

State Farm® Insurance Agent
Office Address:
4703 Monona Dr.
Monona, WI 53716
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.