Investment services in and around San Jose

State Farm Can Help With Your Financial Aspirations

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 advancement is retirement, but you can start taking the necessary steps for that day long before.

Investment Services

If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to consider available products and services for a friend, your spouse, or yourself.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

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

Business Retirement Plans

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