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Investment services in and around Duarte

Duarte, 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

One practical way in which you can start preparing for retirement even now 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 guidance, there are different levels of support available to you. Contact agent Ricardo Rosales in Duarte to learn more about how they can assist you.

Education Savings Plans

Your agent Ricardo Rosales can help walk you through the different elements of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Ricardo Rosales can help you as you consider the specifics.

Business Retirement Plans

State Farm has numerous retirement savings choices for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Ricardo Rosales

Ricardo Rosales

State Farm® Insurance Agent

Office Address:
1210 E Huntington Drive
Unit A
Duarte, CA 91010-2401
Map & Directions

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

Let's work toward your financial dreams

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

Types of personal assets and how to manage them

Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.