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Investment services in and around West Allis

Explore 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

One possible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Brian Brecklin to go through more specifics! Brian Brecklin is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Brian Brecklin can help you as you explore the specifics.

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:
  • West Allis
  • Brookfield
  • Elm Grove
  • Milwaukee
  • New Berlin
  • Wauwatosa
  • Waukesha
  • Franklin
  • Muskego
  • Big Bend
  • Greenfield
  • Greendale
  • Hales Corners
  • Hartland
  • Delafield
  • Sussex
  • Shorewood
  • Menomonee Falls
  • Merton
  • Oconomowoc
  • Germantown
  • Pewaukee
  • Milwaukee County
  • Waukesha County
Profile photo of a State Farm Agent named: Brian Brecklin

Brian Brecklin

State Farm® Insurance Agent
Office Address:
2514 S 102nd Street Suite 100
West Allis, WI 53227-2154
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A great choice for help reaching financial goals in the West Allis area

Take steps toward meeting your monetary objectives, intentionally

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What does the executor of a will do?

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How much to budget for home maintenance

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