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

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 Newport Beach, CA State Farm agent Shea Ferraro can help you get to know.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Shea Ferraro can help you select which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, time left before needing savings, time left to save, and more. Agent Shea Ferraro in Newport Beach, CA would love to help walk you through the options that may be right for you.

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

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Shea Ferraro is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Shea Ferraro can help you research your choices.