Investment services in and around Woodland Hills

Woodland Hills, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Richard Lonie in Woodland Hills, CA is here to help!

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

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

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start shaping steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Richard Lonie can help you as you review the specifics.