Investment services in and around Menlo Park
Explore 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
There will most likely come a time when your next career advancement is to retire, but you can start prepping for that day long before.
Investment Services
If a new home, retirement, 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 college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
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 remain after you retire.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Sharon Heights
- Menlo Park
- Atherton
- San Mateo County
- Woodside
- Portola Valley
- Palo Alto
- Los Altos
- Santa Clara County
- Stanford
- Los Altos Hills
- Palo Alto Hills
- La Honda
- Mountain View
- Redwood City
- Emerald Hills
- San Carlos
- San Mateo
- Milpitas
- Sunnyvale