Investment services in and around Alhambra
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement in the future.
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Allan Cheng can help you select which path may be right for you.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.
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 Allan Cheng is happy to help you consider your options.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Allan Cheng is happy to help.
Let Us Help Aid Your Dreams And Goals
We also offer Investments services in:- Alhambra
- Los Angeles
- Montebello
- Monrovia
- Pasadena
- South Pasadena
- San Marino
- Monterey Park
- Rosemead
- San Gabriel
- Temple City
- Walnut
- Diamond Bar
- Irvine
- West Covina
- Hacienda Heights
- Glendora
- Arcadia
- Sierra Madre
- El Monte
- Claremont
- Duarte
- Bradbury
- Altadena
Looking for help reaching financial goals in the Alhambra area?
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Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
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.