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Investment services in and around Irvine

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

There will most likely come a time when your next career move is to retire, but you can start taking the necessary steps for that day long before.

Investment Services

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

Education Savings Plans

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

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start constructing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Irvine
  • Los Angeles
  • San diego
  • San Jose
  • San Franscisco
  • Lake Forest
  • Tustin
  • Oak creek
  • Woodbury
  • Newport Coast
  • Foutain Valley
  • Santa Ana Height
  • North Tustin
  • Orange
  • San Clemente
  • Orange County
Profile photo of a State Farm Agent named: Richard Tay

Richard Tay

State Farm® Insurance Agent
Office Address:
14210 Culver Drive
Suite A
Irvine, CA 92604-0310
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®