Investment services in and around Thousand Oaks
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 fit for you. State Farm agent Kurt Weston is happy to help walk you through the details.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for a friend, your spouse, or your child.
Estate Planning
Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
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
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Calculate spending and see the benefits of spending less
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.
Borrowing against life insurance: What to know
Borrowing against life insurance: What to know
Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.
Simple Insights®
Calculate spending and see the benefits of spending less
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.
Borrowing against life insurance: What to know
Borrowing against life insurance: What to know
Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.