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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

Now is the time to start preparing for retirement.

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

There's no better time than the present to start saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, yourself, or a friend, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin shaping 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

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

Business Retirement Plans

There is much to contemplate 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 keeping employees.

Let Us Help You Accomplish Your Dreams And Goals

We also offer Investments services in:
  • IRVINE
  • TUSTIN
  • SANTA ANA
  • NEWPORT BEACH
  • ORANGE COUNTY
Profile photo of a State Farm Agent named: Michael Lee

Michael Lee

State Farm® Insurance Agent
Office Address:
30 CORPORATE PARK STE 110
IRVINE, CA 92606
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Let State Farm be your first choice for help with reaching your financial goals

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