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Investment services in and around Hudson

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

Aside from dreaming about your bucket list destinations and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

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

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Matt Jonza can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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 Matt Jonza can help you as you research the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Matt Jonza can help you understand your choices.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Hudson
  • River Falls
  • New Richmond
  • Osceola
Profile photo of a State Farm Agent named: Matt Jonza

Matt Jonza

State Farm® Insurance Agent
Office Address:
2217 Vine Street
Suite 200
Hudson, WI 54016-5864
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A great choice for help reaching financial goals in the Hudson area

Let's work toward your financial dreams

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