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 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 choice for you. State Farm agent Richard Lonie is happy to help explore the specifics with you.

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Richard Lonie can help you research 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 explore your comfort with risk, your timeline, flexibility, and more.

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