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Investment services in and around Los Alamitos

State Farm can help with your financial aspirations

Contact Agent Erica

State 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!

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: Erica Ruiz

Erica Ruiz

Erica Ruiz Insurance Agcy Inc

Location

4384 Katella Ave #4388
Los 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 Erica

Insurance 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.

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