Investment services in and around Los Angeles

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Charles Garrett Jr is happy to help walk you through the specifics.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

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, time left before needing savings, and more. Agent Charles Garrett Jr in Los Angeles, CA would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, 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

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals 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, how many employees you have, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Charles Garrett Jr is happy to help you research your options.