Investment services in and around Los Alamitos
State Farm can help with your financial aspirations
Contact Agent EricaState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement sooner.
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Erica Ruiz can help you explore which path may be right for you.
Education savings plans
You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.
Legacy planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Erica Ruiz can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Erica Ruiz is happy to help you consider your options.
Business retirement plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
You have financial aspirations. Let us help!
Location
4384 Katella Ave #4388Los Alamitos, CA 90720
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Contact Agent EricaInsurance and Financial products offered
Simple Insights®
Fixed-rate mortgage vs. adjustable-rate mortgage
Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.