Investment services in and around Lakewood

Lakewood, 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Lakewood, CO State Farm agent Dennis Sullivan can help you investigate.

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

There are specifics to think about before starting to save for education. These include your comfort with risk, time left before needing savings, amount to save, and more. Agent Dennis Sullivan in Lakewood, CO would love to help walk you through the options that may be right for you.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance exploring specific options, registered agent Dennis Sullivan is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Dennis Sullivan is happy to help.