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Investment services in and around Irvine

Explore Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One practical way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Richard Tay to go through more specifics! Richard Tay is happy to review flexibility, your comfort with risk, your timeline, and more.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Richard Tay can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even 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.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Irvine
  • Los Angeles
  • San diego
  • San Jose
  • San Franscisco
  • Lake Forest
  • Tustin
  • Oak creek
  • Woodbury
  • Newport Coast
  • Foutain Valley
  • Santa Ana Height
  • North Tustin
  • Orange
  • San Clemente
  • Orange County
Profile photo of a State Farm Agent named: Richard Tay

Richard Tay

State Farm® Insurance Agent
Office Address:
14210 Culver Drive
Suite A
Irvine, CA 92604-0310
Map & Directions

A great choice for help reaching financial goals in the Irvine area

Let's work toward your financial dreams

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Simple Insights®

The psychology of spending money and why you may be spending so much

By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.

How to get out of debt

Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.