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Investment services in and around Valencia

State Farm can help with your financial aspirations

Contact Agent Kathy

State 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 preparing for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.

Education savings plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

Your property and its proper stewardship is important. That's why it's a good idea to begin developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Kathy Song can help you as you research the specifics.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if loans are an option, and others. Your local registered agent Kathy Song can help you understand your choices.

Let us help with your dreams and goals

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Kathy Song

State Farm® Insurance Agent

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Location

25060 Avenue Stanford Suite 170
Valencia, CA 91355
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Looking for help reaching financial goals in the Valencia area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Kathy

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.