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Investment services in and around Citrus Heights

State Farm Can Help With Your Financial Aspirations

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

Retirement and IRAs

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

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

When trying to prepare for your future, State Farm agent Doug Rowley may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Doug Rowley is happy to help.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • California
  • Oregon
  • Arizona
  • Nevada
  • Lake Tahoe
  • Reno
  • Sparks
  • Phoenix
  • Las Vegas
Profile photo of a State Farm Agent named: Doug Rowley

Doug Rowley

State Farm® Insurance Agent

ChFC®
Office Address:
5417 San Juan Ave
Citrus Heights, CA 95610
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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®

Calculate how long to pay off a Home Equity Line of Credit

Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.

Building an emergency fund: Calculate how much to save

Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.