Investment services in and around Downey
Downey, 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
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 consider which may be right for you, State Farm agent Lucy Rodas in Downey, CA is here to help!
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
Thinking about ways to start saving for college? It may be time to contemplate available products and services for your child, your spouse, or yourself.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished 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, if there are annual operation costs or administration fees, and how many people you employ. For further assistance examining your options, your local State Farm agent Lucy Rodas is happy to help.
Let Us Help With Your Dreams And Goals
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Budget breakdown
Budget breakdown
Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.
Can you write a will without a lawyer?
Can you write a will without a lawyer?
Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.