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Investment services in and around Whittier

Whittier, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement tomorrow.

Investment Services

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Paul Kagan to go through more specifics! Paul Kagan is happy to discuss your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing income to family members, and more.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We understand. 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

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

Let Us Help Champion Your Dreams And Goals

We also offer Investments services in:
  • CA, AZ, NV, OR
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Paul Kagan

State Farm® Insurance Agent

ChFC® CASL® CASL® CLU®
Office Address:
8022 Painter Ave
Whittier, CA 90602
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Basic financial terms glossary

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