Investment services in and around Sunrise
Investigate 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
Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.
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
As you sift through options and goals, including Sunrise State Farm agent Laz Maseda, can be a valuable 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
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Laz Maseda can help you investigate your choices.
Let Us Help Champion Your Dreams And Goals
Sunrise neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.