Investment services in and around Berkeley
Berkeley, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
One feasible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Frank Bliss in Berkeley to learn more about how they can assist you.
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 explore your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing income to family members, and more.
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 carry over after you retire.
Business Retirement Plans
Quality employees can make a remarkable difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
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
Frank Bliss
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
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.
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
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.