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Investment services in and around Jefferson

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Eric Felth is happy to help explain the details to you.

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Eric Felth can help you determine which path may be right for you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you pursue these goals.

Annuities

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

Business Retirement Plans

Quality employees can make a remarkable difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Jefferson
  • Fort Atkinson
  • Johnson Creek
  • Watertown
  • Helenville
  • Lake Mills
  • Jefferson County
  • Dane County
  • Rock County
  • Walworth County
  • Milton
  • Janesville
  • Edgerton
Profile photo of a State Farm Agent named: Eric Felth

Eric Felth

State Farm® Insurance Agent

CPCU®
Office Address:
229 South Main St
Jefferson, WI 53549-1633
Map & Directions

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

Start working toward your financial goals

Simple Insights®

How to reach your retirement goals

Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?