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Investment services in and around IRVINE

Review Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

It's always a good time to start preparing for retirement.

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

When saving for college, even modest contributions can help over time.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you stop working.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored choices.

Let Us Help You With Your Monetary Objectives

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
Map & Directions

IRVINE neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Fixed-rate mortgage vs. adjustable-rate mortgage

Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.