Investment services in and around Berkeley
Berkeley, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start preparing for retirement, whether you're just starting a career or you've been working for some time.
Investment Services
If a new home, college expenses, 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
Now is the time to begin saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
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 makes sense. 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 huge impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.
Let Us Help You Accomplish Your Dreams And Goals
We also offer Investments services in:- Berkeley
- Oakland
- San Francisco
- Bay Area
- Marin County
- California
- Arizona
- Oregon