Investment services in and around Oakland
Explore Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Oakland, CA State Farm agent Alex Anneker can help you explore.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Alex Anneker in Oakland to learn more about how they can assist you.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to ponder.
Let Us Help Aid Your Dreams And Goals
We also offer Investments services in:- California
- Arizona
- Nevada
- Oregon
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.