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Investment services in and around San Diego

San Diego, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement sooner.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including San Diego State Farm agent Eric Smith, can be a helpful asset to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, your goals, and more. For assistance exploring specific options, registered agent Eric Smith is happy to help.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • San Diego
  • Del Mar
  • Solana Beach
  • La Jolla
  • Cardiff
  • Poway
  • Encinitas
  • Rancho Penasquitos
  • Carlsbad
  • California
  • Arizona
Profile photo of a State Farm Agent named: Eric Smith

Eric Smith

State Farm® Insurance Agent
Office Address:
12555 High Bluff Drive Suite 130
San Diego, CA 92130-7000
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San Diego neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

How do annuities work?

Learn how an annuity works and if it could be a valuable addition to your retirement plan.

Potential benefits of mutual fund investing

Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.

Simple Insights®

How do annuities work?

Learn how an annuity works and if it could be a valuable addition to your retirement plan.

Potential benefits of mutual fund investing

Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.