Investment services in and around Freehold
Investigate 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
Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Lenny LoPresti can help you decide which path may be right for you.
Education Savings Plans
Interested in ways to start saving for college? It may be time to think about available products and services for a friend, your child, or your spouse.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing for the disposition of a business at death, and more.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Lenny LoPresti is happy to help you investigate your options.
Business Retirement Plans
State Farm has multiple retirement savings choices for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Freehold Borough
- Marlboro
- Manalapan
- Howell
- Holmdel
- Jackson
- Monroe Township
- Colts Neck
- Middletown
- Monmouth County
- Ocean County
Lenny LoPresti
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Should you refinance student loans?
Should you refinance student loans?
Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Should you refinance student loans?
Should you refinance student loans?
Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.