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Investment services in and around Lafayette

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

There will most likely come a time when your next career move is to retire, but you can start making preparations for that day long before.

Investment Services

If college expenses, retirement, 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

Now is the time to begin saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, a friend, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you reach these goals.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.

Let Us Help You Accomplish 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
Office Address:
3581 Mt Diablo Blvd Suite 225
Lafayette, CA 94549-8306
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Looking for help reaching financial goals in the Lafayette area?

Take steps toward meeting your monetary objectives, intentionally

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