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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 potential 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

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

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for yourself, your spouse, or your child.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, your goals, when you want your income payout to begin, and more. For assistance examining specific options, registered agent Kelly Duong is happy to help.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let Us Help You Reach Your Dreams And Goals

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
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Simple Insights®

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.

Simple Insights®

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.