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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

There will most likely come a time when your next career move is retirement, but you can start prepping for that day long before.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.

Education Savings Plans

Now is the time to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, yourself, or your spouse, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Berkeley
  • Oakland
  • San Francisco
  • Bay Area
  • Marin County
  • California
  • Arizona
  • Oregon
Profile photo of a State Farm Agent named: Mike Mihrzad

Mike Mihrzad

State Farm® Insurance Agent
Office Address:
2288 Fulton Street
Suite 310
Berkeley, CA 94704-1490
Map & Directions

A great choice for help reaching financial goals in the Berkeley area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

Potential benefits of stock funds

Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.

Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

Potential benefits of stock funds

Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.