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Investment services in and around Santa Ana

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

There's no better time than the present to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

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

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • CALIFORNIA
  • ARIZONIA
  • NEVADA
Profile photo of a State Farm Agent named: Ngoc Phung

Ngoc Phung

State Farm® Insurance Agent
Office Address:
4702 W 1st Street Suite D
Santa Ana, CA 92703-3100
Map & Directions

A great choice for help reaching financial goals in the Santa Ana area

Let's work toward your financial dreams

Simple Insights®

Special needs financial planning

We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.

Simple Insights®

Special needs financial planning

We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.