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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

Aside from dreaming about places you want to see and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

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

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Jake Stewart is happy to help.

Business Retirement Plans

State Farm has multiple retirement savings possibilities for both business owners and their employees.

Let Us Help You Achieve 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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A great choice for help reaching financial goals in the Lafayette area

Start working toward your financial goals

Simple Insights®

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Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.