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Investment services in and around Madison

Navigate 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

There will most likely come a time when your next career decision is retirement, but you can start making preparations for that day long before.

Investment Services

If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

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

Estate Planning

When trying to prepare for your future, State Farm agent Michael Wegner may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Madison
  • Middleton
  • Verona
  • Waterloo
  • Sun Prairie
  • Waunakee
  • McFarland
Profile photo of a State Farm Agent named: Michael Wegner

Michael Wegner

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
425 Grand Canyon Dr
Madison, WI 53719-1040
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®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Borrowing against life insurance: What to know

Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.