Investment services in and around Stratford
Stratford, 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
Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Your agent Rick LoCicero can help walk you through the various options of saving for college.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Rick LoCicero can help you as you consider the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, if loans are an option, how many people you employ, and others. Your local registered agent Rick LoCicero can help you study your choices.
You Have Financial Aspirations. Let Us Help!
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®
Retirement plans for small business owners to consider
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.