Investment services in and around Santa Clara

Investigate 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

It's always a good time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to think about available products and services for your spouse, a friend, or yourself.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.