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Investment services in and around Oshkosh

State Farm can help with your financial aspirations

Contact Agent Katie

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 preparing for retirement, whether you're newly employed or you've been working for some time.

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Katie Coppersmith can help you select which path may be right for you.

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Legacy planning

As you sift through options and goals, including Oshkosh State Farm agent Katie Coppersmith, can be a valuable asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 remain after you stop working.

Business retirement plans

Quality employees can make a big impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let us help you with your monetary objectives

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Katie Coppersmith

Katie Coppersmith Ins Agcy Inc

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Location

2210 Omro Rd.
STE B
Oshkosh, WI 54904
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Looking for help reaching financial goals in the Oshkosh area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Katie

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.