Investment services in and around San Dimas

San Dimas, 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Dimas, CA State Farm agent George Ottoson can help you investigate.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent George Ottoson can help you select which path may be right for you.

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for your spouse, yourself, or your child.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning 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

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent George Ottoson can help you as you research the specifics.