Investment services in and around Alameda
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
Aside from dreaming about your bucket list destinations and what you will do in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
Interested in ways to start saving for college? It may be time to think about available products and services for your spouse, your child, or yourself.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, your goals, and more. For assistance researching specific options, registered agent Christie Kennett is happy to help.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
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
Looking for help reaching financial goals in the Alameda area?
Start working toward your financial goals
Simple Insights®
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What is a good credit score?
Do you know your credit score? Find out what a good score is, why you should get a copy of your credit report and how to rebuild your credit if needed!
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.
Simple Insights®
What is a good credit score?
What is a good credit score?
Do you know your credit score? Find out what a good score is, why you should get a copy of your credit report and how to rebuild your credit if needed!
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.