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
It's always a good time to start preparing for retirement.
Investment Services
Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are ready to help you know where to begin.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
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 Lenny LoPresti can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.
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 research your choices.
Let Us Help You With Your Monetary Objectives
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 AgentLooking for help reaching financial goals in the Freehold area?
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.