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Investment services in and around Jacksonville

Jacksonville, 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

It's always a good time to start preparing for retirement.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Stephanie Lempesis can help you research which path may be right for you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Jacksonville State Farm agent Stephanie Lempesis, can be a valuable source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Stephanie Lempesis can help you as you review the specifics.

Business Retirement Plans

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

Let Us Help Assist With Your Dreams And Goals

We also offer Investments services in:
  • Jacksonville
  • Duval County
  • Nassau County
  • St Johns County
  • Yulee
  • Fernandina
Profile photo of a State Farm Agent named: Stephanie Lempesis

Stephanie Lempesis

State Farm® Insurance Agent

ChFC®
Office Address:
13453 N Main Street
STE 106
Jacksonville, FL 32218
Map & Directions

A great choice for help reaching financial goals in the Jacksonville area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

How to reach your retirement goals

Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.