Investment services in and around San Jose

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

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

Investment Services

Are you looking to set up an IRA, invest for retirement, or plan for college expenses? State Farm agents are happy to help you know where to start.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for your spouse, a friend, or yourself.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin creating 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 understand. State Farm's annuity products may be the right choice to create the stream of income you need post-retirement.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.