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Investment services in and around Brookfield

Brookfield, 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

One practical way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

Education Savings Plans

When saving for college, anyone can contribute.

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 a special needs individual, and more.

Annuities

Looking for a way to receive payments or regular income during 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 are finished working.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.

Let Us Help Support Your Dreams And Goals

We also offer Investments services in:
  • Brookfield
  • Waukesha
  • New Berlin
  • Elm Grove
  • Pewaukee
  • Wauwatosa
  • West Allis
  • Genesee
  • North Prairie
  • Milwaukee
  • Menomonee Falls
  • Lannon
  • Wales
  • Sussex
  • Hartland
  • Mukwonago
  • Milwaukee County
  • Waukesha County
  • Walworth County
  • Oconomowoc
  • Muskego
  • Hales Corners
  • Franklin
  • Big Bend
Profile photo of a State Farm Agent named: Joe Bonow

Joe Bonow

State Farm® Insurance Agent

Office Address:
18650 W. Corporate Dr.
STE 122
Brookfield, WI 53045
Map & Directions

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

Let's work toward your financial dreams

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.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.