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
One helpful way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There are specifics to think about before starting to save for education. These include amount to save, your comfort with risk, flexibility, and more. Agent Mike Mihrzad in Berkeley, CA would love to help walk you through the options that may be right for you.
Estate Planning
Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Mike Mihrzad is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance understanding your options, your local State Farm agent Mike Mihrzad is happy to help.
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
Mike Mihrzad
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Berkeley area
Start working toward your financial goals
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Promote your small business and build your brand
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