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Investment services in and around Woodland Hills

Explore Your Financial Goals And Plans With State Farm

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

Retirement and IRAs

Today is a good day to start getting ready for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

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

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Richard Lonie

Richard Lonie

State Farm® Insurance Agent
Office Address:
22144 Clarendon Street
Suite 245
Woodland Hills, CA 91367-8204
Map & Directions

A great choice for help reaching financial goals in the Woodland Hills area

Let's work toward your financial dreams

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.