Investment services in and around Owatonna
Navigate your financial goals and plans with State Farm
Contact Agent AdamState 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 new to the professional world or you've been working for some time.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, 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.
Legacy planning
As you sift through options and goals, including Owatonna State Farm agent Adam Winkels, can be a worthwhile asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Adam Winkels can help you as you review the specifics.
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, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Adam Winkels is happy to help you understand your options.
Let us help support your dreams and goals
Location
345 Florence Avenue Suite 101Owatonna, MN 55060-2964
Looking for help reaching financial goals in the Owatonna area?
Take steps toward meeting your monetary objectives, intentionally
Contact Agent AdamInsurance and Financial products offered
Simple Insights®
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.