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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

Aside from dreaming about places you want to see and spending extended time with loved ones in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Kathy Song in Valencia to learn more about how they can assist you.

Education savings plans

If you think saving for education is exactly what you're looking for, get in touch with agent Kathy Song to go through more specifics! Kathy Song is happy to review your timeline, flexibility, your comfort with risk, 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 reach your goals both while you are alive and after your death.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you stop working.

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!

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Profile photo of a State Farm Agent named: Kathy Song

Kathy Song

State Farm® Insurance Agent

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Location

25060 Avenue Stanford Suite 170
Valencia, CA 91355
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A great choice for help reaching financial goals in the Valencia area

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Kathy

Insurance and Financial products offered

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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.