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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Jeff Marks in El Sobrante, CA is here to help!
Investment Services
Are you looking to invest for retirement, save for a new house, or establish an emergency fund? State Farm agents are happy to help you know where to start.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Jeff Marks can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Jeff Marks can help you as you review the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
Let Us Help You With Your Monetary Objectives
Looking for help reaching financial goals in the El Sobrante area?
Let's work toward your financial dreams
Simple Insights®
Build an emergency fund
Build an emergency fund
Having extra cash in an emergency fund comes in handy when life throws you something unexpected.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.