Investment services in and around Carson City

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

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 understand which may be right for you, State Farm agent Lydia Romero in Carson City, NV is here to help!

Investment Services

If a new home, retirement, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

Your agent Lydia Romero can help walk you through the different elements of saving for college.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin laying out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Lydia Romero is happy to help you investigate your options.

Business Retirement Plans

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