Investment services in and around San Leandro

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There's no better time than the present to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Julie La in San Leandro to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Julie La to go through more specifics! Julie La is happy to review flexibility, your timeline, your comfort with risk, and more.

Estate Planning

As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Julie La is happy to help you research your options.

Business Retirement Plans

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