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Investment services in and around Madison

Madison, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.

Investment Services

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

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

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your stage of life, and more. For assistance researching specific options, registered agent Patrick Marsden is happy to help.

Business Retirement Plans

State Farm has numerous retirement savings possibilities for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

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

A great choice for help reaching financial goals in the Madison area

Let's work toward your financial dreams

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