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Investment services in and around Lithia

Review your financial goals and plans with State Farm

Contact Agent Melissa

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start getting ready for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

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

Education savings plans

If you think saving for education is exactly what you're looking for, get in touch with agent Melissa Snively to go through more specifics! Melissa Snively is happy to review flexibility, your comfort with risk, your timeline, and more.

Legacy planning

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

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Melissa Snively is happy to help you investigate your options.

Business retirement plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

Let us help support your dreams and goals

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Melissa Snively

Snively Insurance Agency Inc

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Location

16209 FishHawk Boulevard
Lithia, FL 33547
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Looking for help reaching financial goals in the Lithia area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Melissa

Insurance and Financial products offered

Simple Insights®

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.

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Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.

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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.

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.