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Investment services in and around Long Beach

Long Beach, 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

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 choice for you. State Farm agent Paul Kagan is happy to help talk you through the specifics.

Investment Services

If retirement, 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 begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • AZ, CA, OR, NV
Profile photo of a State Farm Agent named: Paul Kagan

Paul Kagan

State Farm® Insurance Agent

ChFC® CASL® CASL® CLU®
Office Address:
2750 N Bellflower Blvd
Suite 208
Long Beach, CA 90815
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Looking for help reaching financial goals in the Long Beach area?

Start working toward your financial goals

Simple Insights®

Promote your small business and build your brand

No one cares about your business more than you. So how can you promote your business and build your brand? We have some tips to help.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?

Simple Insights®

Promote your small business and build your brand

No one cares about your business more than you. So how can you promote your business and build your brand? We have some tips to help.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?