Investment services in and around Walnut Creek

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

Today is a good day to start getting ready for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.

Education Savings Plans

There's no better time than the present 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 a friend, yourself, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you work toward these goals.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We understand. 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 appeal to and retain employees is to offer the benefit of a retirement plan.