Investment services in and around Rochester
Explore 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
Aside from dreaming about places you want to see and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more guidance, 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
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 your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for the disposition of a business at death, and more.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.
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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Chris Leonardi is happy to help.
Let Us Help Aid 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
Rochester neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
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