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Investment services in and around Victor

State Farm Can Help With Your Financial Aspirations

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 Lino Reale in Victor, NY is here to help!

Investment Services

Are you looking to plan for college expenses, save for a new house, or establish an emergency fund? State Farm agents are prepared to help you know where to start.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Lino Reale is happy to help you examine your options.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Lino Reale

Lino Reale

State Farm® Insurance Agent

ChFC® LUTCF®
Office Address:
98 West Main St.
Victor, NY 14564
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Simple Insights®

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.