Investment services in and around Sunrise

Sunrise, 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 Sunrise, FL State Farm agent Laz Maseda can help you get to know.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or save for a new house? State Farm agents are available to help you know where to start.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Laz Maseda to go through more specifics! Laz Maseda is happy to discuss your timeline, flexibility, your comfort with risk, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Laz Maseda is happy to help you research your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Laz Maseda can help you understand your choices.