Investment services in and around Traverse City
Investigate 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
Today is a good day to start getting ready for retirement, whether you're entering the job world or you've been working for some time.
Investment Services
Are you looking to save for a new house, invest for retirement, or establish an emergency fund? State Farm agents are ready to help you know where to begin.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and 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
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance exploring specific options, registered agent Susan Soffredine Rauser is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Traverse City
- Suttons Bay
- Kalkaska
- Williamsburg
- Elk Rapids
- Interlochen
- Acme
- Lake Ann
- Cedar
- Gaylord
- Grawn
- Lake Leelanau
- Kingsley
- Mancelona
- Fife Lake
- Cadillac
- Thompsonville
- Northport
- Maple City
- Manton
- Leland
- Honor
- Rapid City
- Bellaire
Susan Soffredine Rauser
State Farm® Insurance AgentLooking for help reaching financial goals in the Traverse City area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
What are bond funds?
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.
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
What are bond funds?
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.