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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Woodland Hills, CA State Farm agent Richard Lonie can help you get to know.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for a friend, your child, or yourself.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Richard Lonie can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

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