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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 practical way in which you can start preparing for retirement 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 defining your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

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

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jake Stewart can help you as you research the specifics.

Business Retirement Plans

State Farm has numerous retirement savings options for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

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
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Discover how State Farm can help you reach your financial goals

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