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Investment services in and around Madison

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement sooner.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

Basic expenses and bills don't stop 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 way to create the stream of income you need post-retirement.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Monona
  • Sycamore
  • Genoa
  • Dekalb
  • Skokie
  • Oak Park
  • Waukesha
  • Fitchburg
  • Green Bay
  • Verona
  • Sun Prairie
  • Lacrosse
  • Jamesville
  • Naperville
  • Schaumburg
  • Elburn
  • Cook County
  • Dane County
  • Shorewood Hills
  • Cottage Grove
  • Madison
  • Milwaukee
  • Illinois
  • Chicago
Profile photo of a State Farm Agent named: Patrick Marsden

Patrick Marsden

State Farm® Insurance Agent

ChFC®
Office Address:
222 W Washington Ave Suite 20
Madison, WI 53703
Map & Directions

Madison neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.