Investment services in and around Woodland Hills

State Farm Can Help With Your Financial Aspirations

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 understand which may be right for you, State Farm agent Richard Lonie in Woodland Hills, CA is here to help!

Investment Services

There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Richard Lonie can help you select which path may be right for 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 discuss your comfort with risk, your timeline, flexibility, and more.

Estate Planning

It can get to be a lot 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 useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance reviewing specific options, registered agent Richard Lonie is happy to help.