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Investment services in and around Lake Forest

Lake Forest, choose State Farm for help with your financial goals

Contact Agent Bradley

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

Retirement and IRAs

There's no better time than the present to start preparing for retirement.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education savings plans

If you think saving for education is exactly what you're looking for, get in touch with agent Bradley Purcell to go through more specifics! Bradley Purcell is happy to discuss your timeline, flexibility, your comfort with risk, and more.

Legacy planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

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

Business retirement plans

Quality employees can make a large difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.

Let us help with your dreams and goals

State Farm agent Bradley Purcell offers Investments services in:

  • Lake Forest
  • Orange County
  • Newport Beach
  • Corona Del Mar
  • Newport Coast
  • Atherton
  • Beverly Hills
  • Santa Monica
  • Palo Alto
  • Pacific Palisades
  • Westwood
  • Triburon
  • Brentwood
  • San Marino
  • Calabasas
  • Westlake Village
  • Dana Point
  • Mission Viejo
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 Bradley Purcell offers Investments services in:

  • Lake Forest
  • Orange County
  • Newport Beach
  • Corona Del Mar
  • Newport Coast
  • Atherton
  • Beverly Hills
  • Santa Monica
  • Palo Alto
  • Pacific Palisades
  • Westwood
  • Triburon
  • Brentwood
  • San Marino
  • Calabasas
  • Westlake Village
  • Dana Point
  • Mission Viejo
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Bradley Purcell

State Farm® Insurance Agent

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Location

20331 Lake Forest Drive
Suite C5
Lake Forest, CA 92630-8105
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Looking for help reaching financial goals in the Lake Forest area?

Let's work toward your financial dreams

Contact Agent Bradley

Insurance and Financial products offered

Simple Insights®

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

Borrowing against life insurance: What to know

Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.

Car insurance for college students

When going away to college, there may be options to help lower your auto insurance premiums depending on your situation.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?

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