Investment services in and around Thousand Oaks
Thousand Oaks, 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
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 determine which may be right for you, State Farm agent Kurt Weston in Thousand Oaks, CA is here to help!
Investment Services
Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are prepared to help you know where to start.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start creating steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
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 work for you. Your local registered agent Kurt Weston can help you as you explore the specifics.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Simi Valley
- Camarillo
- Moorpark
- Oak Park
- Agoura Hills
- Newbury Park
- Thousand Oaks
- Ventura
- Oxnard
- Port Hueneme
- Westlake Village
- Calabasas
- Santa Paula
- Fillmore
- Somis
Kurt Weston
State Farm® Insurance Agent
Thousand Oaks neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
The psychology of spending money and why you may be spending so much
The psychology of spending money and why you may be spending so much
By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.
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.