Investment services in and around Thousand Oaks

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 prepping for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Kurt Weston can help you decide which path may be right for you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you work toward these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Kurt Weston is happy to help.