Investment services in and around Alameda
Navigate Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
There will most likely come a time when your next career advancement is retirement, but you can start preparing for that day long before.
Investment Services
Are you looking to set up an IRA, save for a new house, or establish an emergency fund? State Farm agents are prepared to help you know where to begin.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.
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®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Potential benefits of stock funds
Potential benefits of stock funds
Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Potential benefits of stock funds
Potential benefits of stock funds
Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.