Investment services in and around Jacksonville
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
One helpful way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.
Education Savings Plans
Your agent Stephanie Lempesis can help walk you through the various options of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Jacksonville
- Duval County
- Nassau County
- St Johns County
- Yulee
- Fernandina
Stephanie Lempesis
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.