Investment services in and around Thousand Oaks
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
There's no better time than the present to start preparing for retirement.
Investment Services
Are you looking to save for a new house, establish an emergency fund, or plan for college expenses? State Farm agents are ready to help you know where to begin.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Kurt Weston to go through more specifics! Kurt Weston is happy to review your timeline, flexibility, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance considering specific options, registered agent Kurt Weston is happy to help.
Business Retirement Plans
Quality employees can make a big difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.
Let Us Help Champion Your Dreams And Goals
We also offer Investments services in:- Simi Valley
- Camarillo
- Moorpark
- Oak Park
- Agoura Hills
- Newbury Park
- Thousand Oaks
- Ventura
- Oxnard
- Port Hueneme
- Westlake Village
- Calabasas
- Santa Paula
- Fillmore
- Somis
Kurt Weston
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.