Investment services in and around Winter Park

Winter Park, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Tony Lopez in Winter Park, FL is here to help!

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, time left to save, your comfort with risk, and more. Agent Tony Lopez in Winter Park, FL would love to help walk you through the options that may be right for you.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Tony Lopez is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Tony Lopez is happy to help you understand your options.