Investment services in and around West Covina
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 West Covina, CA State Farm agent Sam Genie can help you consider.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Sam Genie is happy to help you explore your options.
Business Retirement Plans
State Farm has numerous retirement savings alternatives for both business owners and their employees.
Let Us Help You Reach Your Dreams And Goals
Sam Genie
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Money management strategies for the self-employed
Money management strategies for the self-employed
Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
Money management strategies for the self-employed
Money management strategies for the self-employed
Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.