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Investment services in and around Midland

Navigate your financial goals and plans with State Farm

Contact Agent Robb

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

Retirement and IRAs

There will most likely come a time when your next career decision is to retire, but you can start preparing for that day long before.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Robb Boerner in Midland to learn more about how they can assist you.

Education savings plans

There are specifics to think about before starting to save for education. These include amount to save, flexibility, time left to save, and more. Agent Robb Boerner in Midland, MI would love to help walk you through the options that may be right for you.

Legacy planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Robb Boerner is happy to help you explore your options.

Business retirement plans

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

Let us help support your dreams and goals

State Farm agent Robb Boerner offers Investments services in:

  • Midland
  • Bay City
  • Freeland
  • Sanford
  • Coleman
  • Clare
  • Mount Pleasant
  • Mio
  • Fairview
  • Rose City
  • West Branch
  • Alma
  • Ithaca
  • Standish
  • Essexville
  • Farwell
  • Oil City
  • Shepherd
  • Gladwin
  • Lansing
  • Beaverton
  • Kawkawlin
  • Michigan
  • Mid- Michigan
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 Robb Boerner offers Investments services in:

  • Midland
  • Bay City
  • Freeland
  • Sanford
  • Coleman
  • Clare
  • Mount Pleasant
  • Mio
  • Fairview
  • Rose City
  • West Branch
  • Alma
  • Ithaca
  • Standish
  • Essexville
  • Farwell
  • Oil City
  • Shepherd
  • Gladwin
  • Lansing
  • Beaverton
  • Kawkawlin
  • Michigan
  • Mid- Michigan
Profile photo of a State Farm Agent named: Robb Boerner

Robb Boerner

R Boerner Ins and Fin Svcs Inc

ChFC®
CLU®
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Location

2918 N Saginaw Rd
Midland, MI 48640
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Looking for help reaching financial goals in the Midland area?

Let's work toward your financial dreams

Contact Agent Robb

Insurance and Financial products offered

Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

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