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Investment services in and around Brookfield

Brookfield, Choose State Farm For Help With Your Financial Goals

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

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Brian Brecklin to go through more specifics! Brian Brecklin is happy to review flexibility, your timeline, your comfort with risk, and more.

Estate Planning

When trying to prepare for your future, State Farm agent Brian Brecklin may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Brian Brecklin is happy to help you examine your options.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored choices.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • West Allis
  • Brookfield
  • Elm Grove
  • Milwaukee
  • New Berlin
  • Wauwatosa
  • Waukesha
  • Franklin
  • Muskego
  • Big Bend
  • Greenfield
  • Greendale
  • Pewaukee
  • Hales Corners
  • Hartland
  • Delafield
  • Sussex
  • Shorewood
  • Menomonee Falls
  • Merton
  • Oconomowoc
  • Germantown
  • Waukesha County
  • Milwaukee County
Profile photo of a State Farm Agent named: Brian Brecklin

Brian Brecklin

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
16655 W Bluemound Road Suite 200
Brookfield, WI 53005-5923
Map & Directions

A great choice for help reaching financial goals in the Brookfield area

Let's work toward your financial dreams

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Find the future value of your savings with this calculator

This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.