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

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 explore which may be right for you, State Farm agent Richard Tay in Irvine, CA is here to help!

Investment Services

Are you looking to plan for college expenses, save for a new house, or establish an emergency fund? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you work toward these goals.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income you need post-retirement.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Richard Tay is happy to help you examine your options.