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Investment services in and around Walnut Creek

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There will most likely come a time when your next career advancement is to retire, but you can start preparing for that day long before.

Investment Services

Are you looking to plan for college expenses, save for a new house, or establish an emergency fund? State Farm agents are available to help you know where to start.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right way to create the stream of income you're looking for post-retirement.

Business Retirement Plans

State Farm has multiple retirement savings possibilities for both business owners and their employees.

Let Us Help Aid Your Dreams And Goals

We also offer Investments services in:
  • Walnut Creek
  • Pleasant Hill
  • Oregon
  • Arizona
  • California
  • Eugene, Oregon
Profile photo of a State Farm Agent named: Ben Samrick

Ben Samrick

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
1511 Treat Blvd
Suite 300
Walnut Creek, CA 94598-1030
Map & Directions

Looking for help reaching financial goals in the Walnut Creek area?

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Simple Insights®

Fixed-rate mortgage vs. adjustable-rate mortgage

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Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.