Investment services in and around Rochester
Review 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
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Chris Leonardi in Rochester to learn more about how they can assist you.
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
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
Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.
Business Retirement Plans
Quality employees can make a remarkable difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
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®
What is a will and why do you need one?
What is a will and why do you need one?
Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
Strategic small business start-up tips
Strategic small business start-up tips
Tips to help you remove some risk from starting your small business.
Simple Insights®
What is a will and why do you need one?
What is a will and why do you need one?
Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
Strategic small business start-up tips
Strategic small business start-up tips
Tips to help you remove some risk from starting your small business.