Investment services in and around Freehold

Freehold, Choose State Farm For Help With Your Financial Goals

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Freehold, NJ State Farm agent Lenny LoPresti can help you investigate.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Lenny LoPresti can help you research which path may be right for you.

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, flexibility, your timeline, and more.

Estate Planning

When trying to prepare for your future, State Farm agent Lenny LoPresti may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Lenny LoPresti is happy to help you consider your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Lenny LoPresti can help you understand your choices.