Investment services in and around Costa Mesa
State Farm can help with your financial aspirations
Contact Agent VirnieState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start getting ready for retirement, whether you're newly employed or you've been working for some time.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.
Education savings plans
If you think saving for education is exactly what you're looking for, get in touch with agent Virnie Tordera to go through more specifics! Virnie Tordera is happy to review your comfort with risk, your timeline, flexibility, and more.
Legacy 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 work toward your goals both while you are alive and after your death.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance researching specific options, registered agent Virnie Tordera is happy to help.
Business retirement plans
State Farm has multiple retirement savings choices for both business owners and their employees.
Let us help you with your monetary objectives
Location
355 Bristol StreetSuite M
Costa Mesa, CA 92626
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Contact Agent VirnieInsurance and Financial products offered
Simple Insights®
Strategic small business start-up tips
Tips to help you remove some risk from starting your small business.
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.