Investment services in and around San Jose
Review 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Sunny Susanto in San Jose, CA is here to help!
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start developing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance investigating specific options, registered agent Sunny Susanto is happy to help.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- San Jose
- Morgan Hill
- Santa Clara
- Sunnyvale
- Los Angeles
- San Francisco
- Mountain View
- Palo Alto
- Fremont
- San Mateo
- Hayward
- San Bruno
- San Leandro
- Concord
- Berkeley
- Stockton
- Manteca
- Arizona
- Nevada
- Oregon
Sunny Susanto
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Simple Insights®
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.