Investment services in and around San Jose

Investigate Your Financial Goals And Plans With State Farm

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, set up an IRA, or plan for college expenses? State Farm agents are prepared to help you know where to start.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

Basic expenses and bills don't end 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 choice to create the stream of income you're looking for post-retirement.

Business Retirement Plans

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