Investment services in and around Long Beach
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 Long Beach, CA State Farm agent Erica Ruiz can help you consider.
Investment Services
There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Erica Ruiz can help you research which path may be right for you.
Education Savings Plans
Your agent Erica Ruiz can help walk you through the various options of saving for college.
Estate Planning
As you sift through options and goals, including Long Beach State Farm agent Erica Ruiz, can be a worthwhile asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Erica Ruiz can help you as you investigate the specifics.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Erica Ruiz is happy to help you decipher your options.
You Have Financial Aspirations. Let Us Help!
Erica Ruiz
State Farm® Insurance AgentLong Beach neighbors, State Farm may be able to help you reach your financial goals.
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Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.
Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.