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Investment services in and around Goleta

Review your financial goals and plans with State Farm

Contact Agent Kory

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 decision is retirement, but you can start prepping for that day long before.

Investment Services

Are you looking to save for a new house, establish an emergency fund, or invest for retirement? State Farm agents are prepped to help you know where to begin.

Education savings plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, your child, or yourself.

Legacy planning

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

Annuities

Depending on when you want your income payout to begin, your stage of life, 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 Kory Robertson can help you as you explore the specifics.

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let us help you with your monetary objectives

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.
Profile photo of a State Farm Agent named: Kory Robertson

Kory Robertson

Kory Robertson Ins Agcy Inc

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Location

5915 Calle Real, Unit D
Goleta, CA 93117
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A great choice for help reaching financial goals in the Goleta area

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Kory

Insurance and Financial products offered

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Call us 24/7 at (805) 692-5544

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For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

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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.