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Investment services in and around Chino Hills

Chino Hills, choose State Farm for help with your financial goals

Contact Agent Vicky

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

Retirement and IRAs

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education savings plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin creating steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Vicky Chen can help you as you examine the specifics.

Business retirement plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Vicky Chen is happy to help you examine your options.

You have financial aspirations. Let us help!

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Vicky Chen

Vicky Y Chen Ins Agcy Inc

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Location

2140 Grand Ave
Ste 250
Chino Hills, CA 91709
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Vicky

Insurance and Financial products offered

Simple Insights®

Are you better off paying down debt or investing?

This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.