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Investment services in and around Woodland Hills

Woodland Hills, choose State Farm for help with your financial goals

Contact Agent Richard

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

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Legacy planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business retirement plans

State Farm has numerous retirement savings options for both business owners and their employees.

Let us help with your dreams and goals

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Profile photo of a State Farm Agent named: Richard Lonie

Richard Lonie

Lonie Ins and Fin Svcs Inc.

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Location

22144 Clarendon Street
Suite 245
Woodland Hills, CA 91367-8204
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Looking for help reaching financial goals in the Woodland Hills area?

Start working toward your financial goals

Contact Agent Richard

Insurance and Financial products offered

Simple Insights®

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.