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Investment services in and around Lafayette

Lafayette, 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

One helpful way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

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

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

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Jake Stewart can help you understand your choices.

Let Us Help Aid Your Dreams And Goals

We also offer Investments services in:
  • Orinda
  • Moraga
  • Lamorinda
  • Walnut Creek
  • Pleasant Hill
  • Rossmoor
  • Concord
  • Berkeley
Profile photo of a State Farm Agent named: Jake Stewart

Jake Stewart

State Farm® Insurance Agent

ChFC®
Office Address:
3581 Mt Diablo Blvd Suite 225
Lafayette, CA 94549-8306
Map & Directions

A great choice for help reaching financial goals in the Lafayette area

Let's work toward your financial dreams

Simple Insights®

What does the executor of a will do?

Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.

Simple Insights®

What does the executor of a will do?

Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.