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Investment services in and around Woodland Hills

State Farm can help with your financial aspirations

Contact Agent Richard

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

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Richard Lonie is happy to help explore the details with you.

Investment Services

Are you looking to save for a new house, invest for retirement, or establish an emergency fund? State Farm agents are ready to help you know where to begin.

Education savings plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

When trying to prepare for your future, State Farm agent Richard Lonie may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Richard Lonie is happy to help you research your options.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Richard Lonie can help you investigate your choices.

Let us help aid your dreams and goals

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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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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Richard

Insurance and Financial products offered

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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.