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Investment services in and around Rochelle

Explore your financial goals and plans with State Farm

Contact Agent Terri

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Terri Schaefer is happy to help explain the details to you.

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education savings plans

When saving for college, even modest contributions can help over time.

Legacy planning

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

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, your goals, when you want your income payout to begin, and more. For assistance exploring specific options, registered agent Terri Schaefer is happy to help.

Business retirement plans

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

You have financial aspirations. Let us help!

State Farm agent Terri Schaefer offers Investments services in:

  • Illinois
  • Steward
  • Dekalb
  • Davis Junction
  • Malta
  • Holcomb
  • Stillman Valley
  • Monore Center
  • Sycamore
  • Dixon
  • Mendota
  • Oregon
  • Cherry Valley
  • Winnebago
  • Shabbona
  • Genoa
  • Lindenwood
  • Aurora
  • Courtland
  • Naperville
  • Peru
  • Sterling
  • Rockford
  • Loves Park
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Terri Schaefer offers Investments services in:

  • Illinois
  • Steward
  • Dekalb
  • Davis Junction
  • Malta
  • Holcomb
  • Stillman Valley
  • Monore Center
  • Sycamore
  • Dixon
  • Mendota
  • Oregon
  • Cherry Valley
  • Winnebago
  • Shabbona
  • Genoa
  • Lindenwood
  • Aurora
  • Courtland
  • Naperville
  • Peru
  • Sterling
  • Rockford
  • Loves Park
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Terri Schaefer

Schaefer Ins and Fin Svcs Inc

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Location

603 Lincoln Highway
Rochelle, IL 61068-1646
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Contact Agent Terri

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