Investment services in and around Duarte

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 Duarte, CA State Farm agent Ricardo Rosales can help you get to know.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Ricardo Rosales to go through more specifics! Ricardo Rosales is happy to discuss your comfort with risk, flexibility, your timeline, and more.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

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

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.