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Investment services in and around San Diego

Review your financial goals and plans with State Farm

Contact Agent Jesse

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

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Jesse Romero in San Diego, CA is here to help!

Investment Services

Are you looking to invest for retirement, plan for college expenses, or establish an emergency fund? State Farm agents are happy to help you know where to start.

Education savings plans

When saving for college, even modest contributions can help over time.

Legacy planning

As you sift through options and goals, including San Diego State Farm agent Jesse Romero, can be a valuable source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.

Business retirement plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Jesse Romero is happy to help.

You have financial aspirations. Let us help!

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Jesse Romero

State Farm® Insurance Agent

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Location

5210 Balboa Avenue # A1
San Diego, CA 92117-6958
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A great choice for help reaching financial goals in the San Diego area

Start working toward your financial goals

Contact Agent Jesse

Insurance and Financial products offered

Simple Insights®

Types of wills and trusts

What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.

When should I update my estate plan?

Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.

Hidden costs of buying a home

Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

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.