Investment services in and around Long Beach
Investigate Your Financial Goals And Plans With State Farm
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 Long Beach, CA State Farm agent Jose Olguin can help you investigate.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
There are specifics to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent Jose Olguin in Long Beach, CA would love to help you explore the options that may be right for you.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for a special needs individual, 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 various options depending on how close you are to retirement and your future goals. Local registered agent Jose Olguin is happy to help you consider your options.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Jose Olguin is happy to help.
Let Us Help Support Your Dreams And Goals
We also offer Investments services in:- Bixby Knolls
- California Heights
- North Long Beach
- Los Cerritos
- Wrigley
- Los Altos
- Lakewood
- Signal Hill
- Zaferia
- Belmont Shores
- Paramount
- Bellflower
- Seal Beach
- Compton
- Rancho Dominguez
- Artesia
- Cerritos
- Cypress
- Garden Grove
- Westminster
- Santa Ana
- Orange
- Anaheim
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Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Borrowing against life insurance: What to know
Borrowing against life insurance: What to know
Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.