Investment services in and around Stratford
Stratford, 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
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 decide which may be right for you, State Farm agent Rick LoCicero in Stratford, CT is here to help!
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Rick LoCicero in Stratford to learn more about how they can assist you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.
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 Rick LoCicero 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 a few different options depending on your current stage of life and your future goals. Local registered agent Rick LoCicero is happy to help you explore your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
Let Us Help You With Your Monetary Objectives
Rick LoCicero
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Stratford area
Start working toward your financial goals
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
What is refinancing and when does it make sense?
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.