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 explore.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent George Ottoson in San Dimas to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent George Ottoson is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent George Ottoson is happy to help.