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Investment services in and around Merrill

Explore your financial goals and plans with State Farm

Contact Agent Carl

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 decide which may be right for you, State Farm agent Carl Dodge in Merrill, WI is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education savings plans

There are considerations to think about before starting to save for education. These include time left before needing savings, flexibility, your comfort with risk, and more. Agent Carl Dodge in Merrill, WI would love to help walk you through the options that may be right for you.

Legacy 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 Carl Dodge can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent Carl Dodge is happy to help.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Carl Dodge can help you explore your choices.

Let us help assist with your dreams and goals

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Carl Dodge

State Farm® Insurance Agent

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705 S Center Avenue Suite C
Merrill, WI 54452-3406
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Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Contact Agent Carl

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