Investment services in and around Woodland Hills

Woodland Hills, 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Woodland Hills, CA State Farm agent Gwyn Petrick can help you explore.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

There are specifics to think about before starting to save for education. These include flexibility, your comfort with risk, time left before needing savings, and more. Agent Gwyn Petrick in Woodland Hills, CA would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Gwyn Petrick is happy to help you examine your options.