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Investment services in and around San Diego

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

It's always a good time to start preparing for retirement.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or set up an IRA? State Farm agents are prepped to help you know where to start.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for a friend, your spouse, or yourself.

Estate Planning

As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you pursue these goals.

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 stop working.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Brandon Loo

Brandon Loo

State Farm® Insurance Agent
Office Address:
814 Morena Blvd Ste 105
San Diego, CA 92110
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Simple Insights®

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.

How does 401k matching work?

Find out how 401k savings plans and employer matching works.

Simple Insights®

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.

How does 401k matching work?

Find out how 401k savings plans and employer matching works.