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 later in life.
Investment Services
There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Alex Peterson-Cross can help you research which path may be right for you.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing cash for expenses, and more.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Alex Peterson-Cross can help you as you explore the specifics.
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, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Alex Peterson-Cross is happy to help you examine your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Del Cerro
- La Mesa
- Santee
- San Diego State
Alex Peterson-Cross
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.