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Investment services in and around San Dimas

San Dimas, 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

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

Investment Services

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

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't stop 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 that's right for your post-retirement.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: George Ottoson

George Ottoson

State Farm® Insurance Agent
Office Address:
140 N. Walnut Ave.
San Dimas, CA 91773
Map & Directions

San Dimas neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Building a special needs estate plan

Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

Simple Insights®

Building a special needs estate plan

Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.