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Investment services in and around Pewaukee

State Farm can help with your financial aspirations

Contact Agent Brandi

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Pewaukee, WI State Farm agent Brandi Wein can help you investigate.

Investment Services

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

Education savings plans

Your agent Brandi Wein can help walk you through the specifics of saving for college.

Legacy planning

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

Annuities

Looking for a way to receive payments or regular income amid 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

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Brandi Wein can help you study your choices.

You have financial aspirations. Let us help!

State Farm agent Brandi Wein offers Investments services in:

  • Waukesha
  • Delafield
  • Oconomowoc
  • Sussex
  • Dousman
  • New Berlin
  • Brookfield
  • Elm Grove
  • Menomonee Falls
  • Wales
  • Merton
  • Hartland
  • Genesse Depot
  • North Prairie
  • Muskego
  • Mukwonago
  • Big Bend
  • Germantown
  • Richfield
  • Jackson
  • Slinger
  • West Bend
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Brandi Wein offers Investments services in:

  • Waukesha
  • Delafield
  • Oconomowoc
  • Sussex
  • Dousman
  • New Berlin
  • Brookfield
  • Elm Grove
  • Menomonee Falls
  • Wales
  • Merton
  • Hartland
  • Genesse Depot
  • North Prairie
  • Muskego
  • Mukwonago
  • Big Bend
  • Germantown
  • Richfield
  • Jackson
  • Slinger
  • West Bend
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Brandi Wein

State Farm® Insurance Agent

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Location

N27W23957 Paul Rd STE 101
Pewaukee, WI 53072
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Looking for help reaching financial goals in the Pewaukee area?

Let's work toward your financial dreams

Contact Agent Brandi

Insurance and Financial products offered

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.