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Investment services in and around Westminster

Westminster, 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

There's no better time than the present to start preparing for retirement.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

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

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Kelly Duong can help you research your choices.

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

A great choice for help reaching financial goals in the Westminster area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

How to create a retirement income plan

Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.

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.