Investment services in and around Stratford
State Farm Can Help With Your Financial Aspirations
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 consider which may be right for you, State Farm agent Rick LoCicero in Stratford, CT is here to help!
Investment Services
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Rick LoCicero to go through more specifics! Rick LoCicero is happy to discuss your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help You With Your Monetary Objectives
Rick LoCicero
State Farm® Insurance Agent
Looking for help reaching financial goals in the Stratford area?
Let's work toward your financial dreams
Simple Insights®
Find the future value of your savings with this calculator
Find the future value of your savings with this calculator
This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.