Investment services in and around San Jose

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 preparing for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

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

Education Savings Plans

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

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin organizing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.

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 attracting and maintaining employees.