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
One practical way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Chris Leonardi to go through more specifics! Chris Leonardi is happy to discuss flexibility, your comfort with risk, your timeline, and more.
Estate Planning
As you sift through options and goals, including Rochester State Farm agent Chris Leonardi, can be a valuable resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are some different 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
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
Let Us Help You Fulfill Your Dreams And Goals
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
Looking for help reaching financial goals in the Rochester area?
Start working toward your financial goals
Simple Insights®
Leaving money to a charity in your will
Leaving money to a charity in your will
Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Simple Insights®
Leaving money to a charity in your will
Leaving money to a charity in your will
Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.