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Investment services in and around Woodland Hills

Woodland Hills, choose State Farm for help with your financial goals

Contact Agent Richard

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

Retirement and IRAs

Aside from dreaming about your bucket list destinations and what you will do in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Legacy planning

Your property and its proper stewardship is important. That's why it's a good idea to start constructing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Richard Lonie is happy to help you explore your options.

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored options.

Let us help you with your monetary objectives

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Profile photo of a State Farm Agent named: Richard Lonie

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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Looking for help reaching financial goals in the Woodland Hills area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Richard

Insurance and Financial products offered

Simple Insights®

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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.