Investment services in and around San Leandro
San Leandro, 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
There's no better time than the present to start preparing for retirement.
Investment Services
If a new home, college expenses, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Jerry Garcia is happy to help.
You Have Financial Aspirations. Let Us Help!
Jerry Garcia
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?