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Investment services in and around Berkeley

Berkeley, choose State Farm for help with your financial goals

Contact Agent Frank

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 Berkeley, CA State Farm agent Frank Bliss can help you consider.

Investment Services

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

Education savings plans

If you think saving for education is exactly what you're looking for, get in touch with agent Frank Bliss to go through more specifics! Frank Bliss is happy to discuss your timeline, your comfort with risk, flexibility, and more.

Legacy planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, your goals, when you want your income payout to begin, and more. For assistance examining specific options, registered agent Frank Bliss is happy to help.

Business retirement plans

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

You have financial aspirations. Let us help!

State Farm agent Frank Bliss offers 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 smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Frank Bliss offers 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
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Frank Bliss

State Farm® Insurance Agent

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1700 Solano Avenue Suite A
Berkeley, CA 94707-2200
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A great choice for help reaching financial goals in the Berkeley area

Start working toward your financial goals

Contact Agent Frank

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