Investment services in and around Downey

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

One potential way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Lucy Rodas in Downey to learn more about how they can assist you.

Education Savings Plans

Your agent Lucy Rodas can help walk you through the specifics of saving for college.

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

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Lucy Rodas is happy to help you explore your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Lucy Rodas can help you research your choices.