Investment services in and around Millersville

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Lee Kennedy is happy to help explain the specifics to you.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Lee Kennedy in Millersville to learn more about how they can assist you.

Education Savings Plans

Your agent Lee Kennedy can help walk you through the details of saving for college.

Estate Planning

As you sift through options and goals, including Millersville State Farm agent Lee Kennedy, can be a useful source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your stage of life, and more. For assistance considering specific options, registered agent Lee Kennedy 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, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Lee Kennedy is happy to help you research your options.