Investment services in and around Monterey

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 decision is to retire, but you can start preparing for that day long before.

Investment Services

If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for a friend, yourself, or your spouse.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you reach these goals.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.