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Investment services in and around San Luis Obispo

State Farm can help with your financial aspirations

Contact Agent Catherine

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

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Catherine Riedstra is happy to help explain the specifics to you.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Catherine Riedstra in San Luis Obispo to learn more about how they can assist you.

Education savings plans

Your agent Catherine Riedstra can help walk you through the various options of saving for college.

Legacy planning

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

Annuities

Looking for a way to receive payments or regular income while retired? 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 are finished working.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if loans are an option, how many people you employ, and others. Your local registered agent Catherine Riedstra can help you research your choices.

Let us help with your dreams and goals

State Farm agent Catherine Riedstra offers Investments services in:

  • San Luis Obispo
  • Central Coast
  • Santa Margarita
  • Atascadero
  • Paso Robles
  • Templeton
  • Creston
  • Pozo
  • Avila Beach
  • Shell Beach
  • Pismo Beach
  • Grover Beach
  • Oceano
  • Arroyo Grande
  • Huasna
  • Nipomo
  • Santa Maria
  • Lompoc
  • Guadalupe
  • California
  • Nevada
  • Arizona
  • Oregon
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 Catherine Riedstra offers Investments services in:

  • San Luis Obispo
  • Central Coast
  • Santa Margarita
  • Atascadero
  • Paso Robles
  • Templeton
  • Creston
  • Pozo
  • Avila Beach
  • Shell Beach
  • Pismo Beach
  • Grover Beach
  • Oceano
  • Arroyo Grande
  • Huasna
  • Nipomo
  • Santa Maria
  • Lompoc
  • Guadalupe
  • California
  • Nevada
  • Arizona
  • Oregon
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Catherine Riedstra

Riedstra Insurance Agency Inc

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Location

3591 Sacramento Drive, Suite 114
San Luis Obispo, CA 93401-7256
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San Luis Obispo neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Contact Agent Catherine

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