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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Leandro, CA State Farm agent Jerry Garcia can help you explore.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
When saving for college, anyone can contribute.
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
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jerry Garcia can help you as you explore the specifics.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help You Fulfill Your Dreams And Goals
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®
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Simple Insights®
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.