Skip to content
Español
Call
Text

Investment services in and around San Luis Obispo

State Farm can help with your financial aspirations

Contact Agent Mike

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 Mike Smith is happy to help explain the specifics to you.

Investment Services

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

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

When trying to prepare for your future, State Farm agent Mike Smith may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance researching specific options, registered agent Mike Smith is happy to help.

Business retirement plans

Quality employees can make a huge impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

You have financial aspirations. Let us help!

State Farm agent Mike Smith offers Investments services in:

  • San Luis Obispo
  • Atascadero
  • Paso Robles
  • Arroyo Grande
  • Avila Beach
  • Templeton
  • Morro Bay
  • Cambria
  • Santa Maria
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 Mike Smith offers Investments services in:

  • San Luis Obispo
  • Atascadero
  • Paso Robles
  • Arroyo Grande
  • Avila Beach
  • Templeton
  • Morro Bay
  • Cambria
  • Santa Maria
Profile photo of a State Farm Agent named: Mike Smith

Mike Smith

Mike Smith Ins Agency Inc

ChFC®
Call
My office
ID card
Map showing State Farm Agent's office

Location

1608 Johnson Avenue
San Luis Obispo, CA 93401-3037
Map and directions

A great choice for help reaching financial goals in the San Luis Obispo area

Let's work toward your financial dreams

Contact Agent Mike

Insurance and Financial products offered

Simple Insights®

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?

Financial goals by age: a decade-by-decade approach

Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.

View more articles

Call us 24/7 at (805) 546-8393

Contact info

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

Products you're interested in

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

Please correct the following:

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.