Investment services in and around San Leandro

San Leandro, 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Leandro, CA State Farm agent Julie La can help you understand.

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent Julie La in San Leandro, CA would love to help you investigate the options that may be right for you.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Julie La can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Julie La can help you as you review the specifics.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Julie La is happy to help you examine your options.