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 move is retirement, but you can start making preparations for that day long before.

Investment Services

Are you looking to save for a new house, invest for retirement, or set up an IRA? State Farm agents are prepared to help you know where to start.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to think about available products and services for your spouse, your child, or a friend.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

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 remain after you retire.

Business Retirement Plans

There is much to contemplate 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 maintaining employees.