Investment services in and around Chaska
Review 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
There will most likely come a time when your next career decision is retirement, but you can start making preparations for that day long before.
Investment Services
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Matt Lorenz to go through more specifics! Matt Lorenz is happy to review your timeline, your comfort with risk, flexibility, and more.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Matt Lorenz can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
Quality employees can make a large impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Chaska
- Jordan
- Shakopee
- Chanhassen
- Victoria
- Waconia
- Eden Prairie
- Savage
- Prior Lake
- Carver
- Cologne
- Belle Plaine
Matt Lorenz
State Farm® Insurance AgentChaska neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.