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Investment services in and around Hales Corners

Hales Corners, Choose State Farm For Help With Your Financial Goals

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 option for you. State Farm agent Andy Lesar is happy to help explore the specifics with you.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for the disposition of a business at death, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Andy Lesar is happy to help you research your options.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

Let Us Help Assist With Your Dreams And Goals

We also offer Investments services in:
  • Hales Corners
  • Franklin
  • Muskego
  • Greenfield
  • Greendale
  • Oak Creek
Profile photo of a State Farm Agent named: Andy Lesar

Andy Lesar

State Farm® Insurance Agent

Office Address:
9814 W Forest Home Avenue
Unit A
Hales Corners, WI 53130
Map & Directions

Hales Corners neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.