Investment services in and around Los Alamitos

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Erica Ruiz in Los Alamitos, CA is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!

Education Savings Plans

Interested in ways to start saving for college? It may be time to contemplate available products and services for your child, yourself, or a friend.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you retire.

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 examining your options, your local State Farm agent Erica Ruiz is happy to help.