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Investment services in and around Oshkosh

Oshkosh, choose State Farm for help with your financial goals

Contact Agent Shawn

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

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education savings plans

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

Legacy planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, 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 some different options depending on your current stage of life and your future goals. Local registered agent Shawn Dockry is happy to help you consider your options.

Business retirement plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let us help assist with your dreams and goals

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.
Profile photo of a State Farm Agent named: Shawn Dockry

Shawn Dockry

Dockry Insurance Agency Inc

Location

1040 S Koeller Street
Oshkosh, WI 54902-6172

Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Contact Agent Shawn

Insurance and Financial products offered

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