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Investment services in and around Irvine

Investigate Your Financial Goals And Plans With State Farm

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

Are you looking to plan for college expenses, establish an emergency fund, or save for a new house? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

Your agent Steven Wang can help walk you through the different elements of saving for college.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

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 Steven Wang can help you as you review the specifics.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • California
  • Arizona
  • Nevada
  • Oregon
Profile photo of a State Farm Agent named: Steven Wang

Steven Wang

State Farm® Insurance Agent

Office Address:
9279 Research Dr
Irvine, CA 92618
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

Opening a bank account for kids

Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.