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
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 San Dimas, CA State Farm agent George Ottoson can help you get to know.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent George Ottoson to go through more specifics! George Ottoson is happy to discuss your timeline, your comfort with risk, flexibility, and more.
Estate Planning
As you sift through options and goals, including San Dimas State Farm agent George Ottoson, can be a useful 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
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent George Ottoson is happy to help you examine your options.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
Let Us Help You With Your Monetary Objectives
George Ottoson
State Farm® Insurance Agent
San Dimas neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.