Investment services in and around San Diego
San Diego, 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
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
Education Savings Plans
Thinking about ways to start saving for college? It may be time to think about available products and services for your spouse, yourself, or your child.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward 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 dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- Del Cerro
- La Mesa
- Santee
- San Diego State
Alex Peterson-Cross
State Farm® Insurance Agent
A great choice for help reaching financial goals in the San Diego area
Let's work toward your financial dreams
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
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.