Investment services in and around Los Angeles
Los Angeles, 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
One practical way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Are you looking to establish an emergency fund, plan for college expenses, or save for a new house? State Farm agents are happy to help you know where to begin.
Education Savings Plans
Your agent Julie Montenegro can help walk you through the various options of saving for college.
Estate Planning
As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you reach these goals.
Annuities
Basic expenses and bills don't conclude 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 choice to create the stream of income you need post-retirement.
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, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Julie Montenegro is happy to help.
Let Us Help You Fulfill Your Dreams And Goals
Julie Montenegro
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Los Angeles area
Let's work toward your financial dreams
Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?