Investment services in and around San Jose

San Jose, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement later in life.

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Sunny Susanto to go through more specifics! Sunny Susanto is happy to review your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for a special needs individual, and more.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Sunny Susanto is happy to help you explore your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Sunny Susanto is happy to help.