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Investment services in and around San Diego

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

Investment Services

If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping 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

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right option to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Del Cerro
  • La Mesa
  • Santee
  • San Diego State
Profile photo of a State Farm Agent named: Alex Peterson-Cross

Alex Peterson-Cross

State Farm® Insurance Agent
Office Address:
7424 Jackson Drive
Suite 7
San Diego, CA 92119-2324
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®