Investment services in and around Berkeley
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
Now is the time to start preparing for retirement.
Investment Services
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
When trying to prepare for your future, State Farm agent Frank Bliss may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Frank Bliss is happy to help you consider your options.
Business Retirement Plans
State Farm has numerous retirement savings possibilities for both business owners and their employees.
Let Us Help Aid Your Dreams And Goals
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
A great choice for help reaching financial goals in the Berkeley area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How to avoid credit card interest
How to avoid credit card interest
Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.