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Investment services in and around Daly City

State Farm can help with your financial aspirations

Contact Agent Alan

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 move is retirement, but you can start getting ready for that day long before.

Investment Services

If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education savings plans

There are specifics to think about before starting to save for education. These include flexibility, time left before needing savings, amount to save, and more. Agent Alan Naguit in Daly City, CA would love to help you explore the options that may be right for you.

Legacy planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.

Annuities

Looking for a way to receive payments or regular income throughout retirement? 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 stop working.

Business retirement plans

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

You have financial aspirations. Let us help!

State Farm agent Alan Naguit offers Investments services in:

  • Sacramento
  • Daly City
  • Stockton
  • California
  • Arizona
  • Nevada
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Alan Naguit offers Investments services in:

  • Sacramento
  • Daly City
  • Stockton
  • California
  • Arizona
  • Nevada
Profile photo of a State Farm Agent named: Alan Naguit

Alan Naguit

Al Naguit Ins and Fin Svcs Inc

ChFC®
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Location

333 Gellert Blvd Suite 101
Daly City, CA 94015
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Daly City neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Alan

Insurance and Financial products offered

Simple Insights®

How to reach your retirement goals

Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.

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