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Investment services in and around San Bernardino

San Bernardino, 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

Now is the time to start preparing for retirement.

Investment Services

Are you looking to invest for retirement, establish an emergency fund, or save for a new house? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating 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

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • San Bernardino
  • Riverside
  • Temecula
  • Hemet
  • Colton
  • Grand Terrace
  • Loma Linda
  • Redlands
  • Yucaipa
  • Highland
  • Rialto
  • Fontana
Profile photo of a State Farm Agent named: John Keen

John Keen

State Farm® Insurance Agent
Office Address:
2627 S Waterman Avenue
Suite A
San Bernardino, CA 92408-3738
Map & Directions

Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Teaching kids how to save for college

Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.

Potential benefits of stock funds

Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.

Simple Insights®

Teaching kids how to save for college

Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.

Potential benefits of stock funds

Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.