Investment services in and around Duarte

Navigate 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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Ricardo Rosales is happy to help explore the specifics with you.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for your child, yourself, or your spouse.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, your goals, and more. For assistance examining specific options, registered agent Ricardo Rosales is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Ricardo Rosales is happy to help you understand your options.