Investment services in and around West Covina
West Covina, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Sam Genie is happy to help talk you through the details.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Sam Genie in West Covina to learn more about how they can assist you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Sam Genie is happy to help you investigate your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Sam Genie can help you explore your choices.
Let Us Help You With Your Monetary Objectives
West Covina neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.