Investment services in and around Whittier

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Paul Kagan in Whittier, CA is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Paul Kagan in Whittier to learn more about how they can assist you.

Education Savings Plans

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

Estate 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

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Paul Kagan is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Paul Kagan is happy to help you examine your options.