Investment services in and around San Diego
San Diego, 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
One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to contemplate available products and services for your spouse, your child, or yourself.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's 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 extend after you stop working.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Del Cerro
- La Mesa
- Santee
- San Diego State
Alex Peterson-Cross
State Farm® Insurance Agent
A great choice for help reaching financial goals in the San Diego area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Should you refinance student loans?
Should you refinance student loans?
Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.