Investment services in and around Ontario

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

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 investigate which may be right for you, State Farm agent Michael Barraza in Ontario, CA is here to help!

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent Michael Barraza in Ontario to learn more about how they can assist you.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, time left to save, flexibility, and more. Agent Michael Barraza in Ontario, CA would love to help you explore the options that may be right for you.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start developing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income while retired? 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

Quality employees can make a huge impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.