Investment services in and around Palo Alto

Palo Alto, 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

It's always a good time to start preparing for retirement.

Investment Services

Are you looking to set up an IRA, plan for college expenses, or save for a new house? State Farm agents are happy to help you know where to begin.

Education Savings Plans

Interested in ways to start saving for college? It may be time to contemplate available products and services for a friend, your spouse, or yourself.

Estate Planning

As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you pursue these goals.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.