Investment services in and around Berkeley
Investigate 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
Today is a good day to start getting ready for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
There are options available for you if you'd like additional information on saving for your future. State Farm agent Frank Bliss can help you select which path may be right for you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
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 stop working.
Business Retirement Plans
There is much to consider 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 appealing to and retaining employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Berkeley
- Albany
- El Cerrito
- Richmond
- Oakland
- San Pablo
- San Francisco
- Emeryville
- Concord
- Walnut Creek
- Redwood City
- Vallejo
- Palo Alto
- San Rafael
- Russian River, CA
- Guerneville, CA
- Pinole
- Piedmont
Berkeley neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
Organize paying bills
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.