Investment services in and around San Dimas
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 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 understand.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, 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
If you think saving for education is exactly what you're looking for, get in touch with agent George Ottoson to go through more specifics! George Ottoson is happy to review flexibility, your comfort with risk, your timeline, and more.
Estate Planning
As you sift through options and goals, including San Dimas State Farm agent George Ottoson, can be a worthwhile resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
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 you're looking for post-retirement.
Business Retirement Plans
State Farm has various retirement savings possibilities for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
George Ottoson
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
What does the executor of a will do?
What does the executor of a will do?
Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
Using indexes to measure stock market performance
Using indexes to measure stock market performance
Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.
Simple Insights®
What does the executor of a will do?
What does the executor of a will do?
Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
Using indexes to measure stock market performance
Using indexes to measure stock market performance
Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.