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Investment services in and around El Sobrante

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement down the road.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more help, 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

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Jeff Marks is happy to help you research your options.

Business Retirement Plans

State Farm has numerous retirement savings possibilities for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Jeff Marks

Jeff Marks

State Farm® Insurance Agent

ChFC®
Office Address:
3550 San Pablo Dam Road Suite A5
El Sobrante, CA 94803-2720
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Discover how State Farm can help you reach your financial goals

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