Investment services in and around Freehold
Navigate 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
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 fit for you. State Farm agent Lenny LoPresti is happy to help walk you through the specifics.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lenny LoPresti to go through more specifics! Lenny LoPresti is happy to review your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Lenny LoPresti can help you as you explore the specifics.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Lenny LoPresti is happy to help you decipher your options.
Let Us Help Champion Your Dreams And Goals
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
Start working toward your financial goals
Simple Insights®
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Preparing for college in high school
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