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Investment services in and around Irvine

Irvine, 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

Today is a good day to start preparing for retirement, whether you're just joining the workforce or you've been working for some time.

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

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

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

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

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

ChFC®
Office Address:
14210 Culver Drive
Suite A
Irvine, CA 92604-0310
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

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