Investment services in and around Duarte

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 Duarte, CA State Farm agent Ricardo Rosales can help you explore.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are considerations to think about before starting to save for education. These include your comfort with risk, time left to save, flexibility, and more. Agent Ricardo Rosales in Duarte, CA would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, 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 examine the specifics.

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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Ricardo Rosales is happy to help.