Investment services in and around San Leandro

Review 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement later in life.

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

There are specifics to think about before starting to save for education. These include time left to save, amount to save, your comfort with risk, and more. Agent Jerry Garcia in San Leandro, CA would love to help walk you through the options that may be right for you.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, 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 your stage of life, when you want your income payout to begin, your goals, and more. For assistance reviewing specific options, registered agent Jerry Garcia is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Jerry Garcia can help you investigate your choices.