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Investment services in and around Chaska

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

Aside from dreaming about places you want to see and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, how many employees you have, and if loans are an option. Your local State Farm agent Matt Lorenz is happy to help you learn more about your options.

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
Profile photo of a State Farm Agent named: Matt Lorenz

Matt Lorenz

State Farm® Insurance Agent

Office Address:
542 Bavaria Lane
Chaska, MN 55318-4597
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