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Investment services in and around Greenfield

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 determine which may be right for you, State Farm agent Joe Tamm in Greenfield, WI is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Joe Tamm in Greenfield to learn more about how they can assist you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

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

Annuities

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

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Greenfield
  • Milwaukee
  • West Allis
  • Waukesha
  • New Berlin
  • Hales Corners
  • Muskego
Profile photo of a State Farm Agent named: Joe Tamm

Joe Tamm

State Farm® Insurance Agent

Office Address:
9910 W Layton Ave Ste 1
Greenfield, WI 53228
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Find the future value of your savings with this calculator

This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.

What can 529 funds be used for if my child doesn't go to college?

Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.