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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Jose, CA State Farm agent Burch Boehner can help you explore.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- San Jose
- Santa Cruz
- Cupertino
- Santa Clara
- Sunnyvale
- Mountain View
- Gilroy
- Los Gatos
- Saratoga
- Morgan Hill
- Campbell
- Los Altos
- Fremont
- Hayward
- San Leandro
- Newark
- Palo Alto
- Milpitas
A great choice for help reaching financial goals in the San Jose area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What To Do When A Loved One Dies
What To Do When A Loved One Dies
Often, it's difficult to know what to do when a loved one dies. We offer some suggestions to help you through this challenging time.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.