Investment services in and around El Sobrante

Investigate 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

One feasible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Jeff Marks in El Sobrante to learn more about how they can assist you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Jeff Marks is happy to help you investigate your options.