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Investment services in and around Westminster

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

One possible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

As you sift through options and goals, including Westminster State Farm agent Kelly Duong, can be a worthwhile asset to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Kelly Duong can help you as you review the specifics.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Nevada
  • Arizona
Profile photo of a State Farm Agent named: Kelly Duong

Kelly Duong

State Farm® Insurance Agent

Office Address:
14256 Beach Blvd
Westminster, CA 92683-4562
Map & Directions

Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.