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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Alex Peterson-Cross in San Diego, CA is here to help!

Investment Services

There are options available for you if you'd like additional information on saving for your future. State Farm agent Alex Peterson-Cross can help you decide which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Alex Peterson-Cross to go through more specifics! Alex Peterson-Cross is happy to discuss your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.