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Investment services in and around Berlin

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Caren Reich in Berlin, WI is here to help!

Investment Services

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

Education Savings Plans

Your agent Caren Reich can help walk you through the specifics of saving for college.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

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

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Berlin
  • Poy Sippi
  • Pine River
  • Redgranite
  • Princeton
Profile photo of a State Farm Agent named: Caren Reich

Caren Reich

State Farm® Insurance Agent
Office Address:
115 S Wisconsin Street
P O Box 285
Berlin, WI 54923-0285
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Preparing for college in high school

Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.

Simple Insights®

Preparing for college in high school

Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.