Investment services in and around San Jose
San Jose, 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
There will most likely come a time when your next career advancement is to retire, but you can start taking the necessary steps for that day long before.
Investment Services
If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to begin shaping steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help You Reach Your Dreams And Goals
We also offer Investments services in:- San Jose
- Morgan Hill
- Santa Clara
- Sunnyvale
- Los Angeles
- San Francisco
- Mountain View
- Palo Alto
- Fremont
- San Mateo
- Hayward
- San Bruno
- San Leandro
- Concord
- Berkeley
- Stockton
- Manteca
- Arizona
- Nevada
- Oregon
Sunny Susanto
State Farm® Insurance Agent