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Investment services in and around Irvine

Explore your financial goals and plans with State Farm

Contact Agent Steven

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start preparing for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Steven Wang in Irvine to learn more about how they can assist you.

Education savings plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

Business retirement plans

Quality employees can make a large difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

Let us help assist with your dreams and goals

State Farm agent Steven Wang offers Investments services in:

  • California
  • Arizona
  • Nevada
  • Oregon
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Steven Wang offers Investments services in:

  • California
  • Arizona
  • Nevada
  • Oregon
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Steven Wang

Steven Wang Insurance Agcy Inc

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Location

9279 Research Dr
Irvine, CA 92618
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A great choice for help reaching financial goals in the Irvine area

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Steven

Insurance and Financial products offered

Simple Insights®

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.

Borrowing against life insurance: What to know

Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.

Types of personal assets and how to manage them

Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.

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