Investment services in and around Rochester
Rochester, 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
Today is a good day to start prepping for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Chris Leonardi is happy to help you research your options.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Chris Leonardi is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Henrietta, NY
- Brighton, NY
- Rochester, NY
- Pittsford, NY
- Honeoye Falls, NY
- West Henrietta, NY
- Scottsville, NY
- Rush, NY
- Mendon, NY
- Victor, NY
- Canandaigua, NY
- Penfield, NY
- Webster, NY
- Greece, NY
- Gates, NY
- Chili, NY
- North Chili, NY
- Irondequoit, NY
- Fairport, NY
- Perinton, NY
- Spencerport NY
- Brockport, NY
- Hilton, NY
Chris Leonardi
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Rochester area
Start working toward your financial goals
Simple Insights®
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.
Simple Insights®
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.