Investment services in and around Newport Beach

Newport Beach, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Shea Ferraro in Newport Beach, CA is here to help!

Investment Services

If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to consider available products and services for your spouse, yourself, or your child.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income that works for you and your goals post-retirement.

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, if there are annual operation costs or administration fees, how many employees you have, and if loans are an option. Your local State Farm agent Shea Ferraro is happy to help you decipher your options.