Investment services in and around San Leandro
Review Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start prepping for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
Your agent Jerry Garcia can help walk you through the particulars of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing income to family members, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Jerry Garcia is happy to help you examine your options.
Business Retirement Plans
State Farm has various retirement savings options for both business owners and their employees.
Let Us Help Aid Your Dreams And Goals
Jerry Garcia
State Farm® Insurance Agent
A great choice for help reaching financial goals in the San Leandro area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.