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

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent George Ottoson in San Dimas to learn more about how they can assist you.

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for your spouse, your child, or a friend.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.