Investment services in and around Lancaster

Explore 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Lee Kennedy in Lancaster, PA is here to help!

Investment Services

If retirement, college expenses, 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

Thinking about ways to start saving for college? It may be time to think about available products and services for a friend, your spouse, or your child.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Lee Kennedy 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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance examining your options, your local State Farm agent Lee Kennedy is happy to help.