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Investment services in and around Irvine

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 today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

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 even modest contributions can help over time.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Steven Wang can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you retire.

Business Retirement Plans

Quality employees can make a huge 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 You With Your Monetary Objectives

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
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

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Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.