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Investment services in and around Temecula

Temecula, 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

There will most likely come a time when your next career decision is to retire, but you can start getting ready for that day long before.

Investment Services

Are you looking to invest for retirement, set up an IRA, or establish an emergency fund? State Farm agents are happy 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 setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

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 linger after you stop working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.

Let Us Help You Achieve Your Dreams And Goals

We also offer Investments services in:
  • Temecula
  • Murrietta
  • Menifee
  • Wildomar
  • San Diego
  • Fallbrook
  • Riverside
  • San Marcos
  • Rancho Bernardo
  • Sun City
  • Los Angeles
  • Beverley Hills
  • Escondido
  • Poway
  • Rancho Mirage
  • Palm Desert
  • Palm Springs
  • Hemet
  • 29 Palms
  • Lake Elsinore, CA
  • Riverside, CA
  • Orange County, CA
  • Phoenix, AZ
  • Tuscon, AZ
Profile photo of a State Farm Agent named: Kathy Jurgensen

Kathy Jurgensen

State Farm® Insurance Agent
Office Address:
29377 Rancho California Rd.
Suite 204
Temecula, CA 92591-5206
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Consulting a professional for retirement savings

Check out these important traits to seek out in a financial professional who are also known as financial advisors.

Which retirement accounts are right for you?

Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.

Simple Insights®

Consulting a professional for retirement savings

Check out these important traits to seek out in a financial professional who are also known as financial advisors.

Which retirement accounts are right for you?

Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.