Investment services in and around Newport Beach
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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Mike Ferraro Jr. is happy to help explore the specifics with you.
Investment Services
Are you looking to save for a new house, plan for college expenses, or establish an emergency fund? State Farm agents are prepped to help you know where to start.
Education Savings Plans
Your agent Mike Ferraro Jr. can help walk you through the specifics of saving for college.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.
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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Mike Ferraro Jr. is happy to help.
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Simple Insights®
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.