Investment services in and around Freehold
Explore 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
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 consider which may be right for you, State Farm agent Lenny LoPresti in Freehold, NJ is here to help!
Investment Services
Are you looking to invest for retirement, save for a new house, or plan for college expenses? State Farm agents are prepared to help you know where to start.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Lenny LoPresti can help you explore your choices.
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
A great choice for help reaching financial goals in the Freehold area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Small business benefits to offer
Small business benefits to offer
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Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.