Investment services in and around Rochester
Review 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
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 Chris Leonardi is happy to help explain the details to you.
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Chris Leonardi can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Chris Leonardi is happy to help you research your options.
Business Retirement Plans
State Farm has multiple retirement savings possibilities for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
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
A great choice for help reaching financial goals in the Rochester area
Let's work toward your financial dreams
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.