Investment services in and around Traverse City
Navigate your financial goals and plans with State Farm
Contact Agent SusanState 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 understand which may be right for you, State Farm agent Susan Soffredine Rauser in Traverse City, MI is here to help!
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education savings plans
You can start preparing for higher education long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.
Legacy planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you stop working.
Business retirement plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Susan Soffredine Rauser can help you investigate your choices.
You have financial aspirations. Let us help!
Location
874 E. Eighth StTraverse City, MI 49686
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Contact Agent SusanInsurance and Financial products offered
Simple Insights®
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Learn more about 529 education savings plans that are designed to help families save for future education costs.
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