Investment services in and around Lakewood
Lakewood, 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 Lakewood, CO State Farm agent Dennis Sullivan can help you investigate.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There are specifics to think about before starting to save for education. These include your comfort with risk, time left before needing savings, amount to save, and more. Agent Dennis Sullivan in Lakewood, CO would love to help walk you through the options that may be right for you.
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
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance exploring specific options, registered agent Dennis Sullivan is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Dennis Sullivan is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Lakewood
- Littleton
- Golden
- Morrison
- Evergeen
- Conifer
- Wheat Ridge
- Englewood
- Denver
Dennis Sullivan
State Farm® Insurance Agent
Looking for help reaching financial goals in the Lakewood area?
Let's work toward your financial dreams
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
Potential benefits of stock funds
Potential benefits of stock funds
Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
Potential benefits of stock funds
Potential benefits of stock funds
Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.