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
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Simple Insights®
Start out strong with 4 financial priorities for young adults
Start out strong with 4 financial priorities for young adults
Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.