Investment services in and around Alameda
Alameda, 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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Alameda, CA State Farm agent Christie Kennett can help you understand.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
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
Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing cash for expenses, and more.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Christie Kennett can help you as you consider the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Christie Kennett can help you understand your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Bay Area
- San Francisco
- Marin County
- Contra Costa County
- Hayward
- San Leandro
- Oakland
- Berkeley
- Sacramento
- Emeryville
Christie Kennett
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Simple Insights®
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.