Investment services in and around San Dimas

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

There will most likely come a time when your next career advancement is retirement, but you can start taking the necessary steps for that day long before.

Investment Services

If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

There's no better time than the present to start saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, your spouse, or a friend, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.