Investment services in and around San Jose

San Jose, 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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Johnathan Eagels is happy to help explain the details to you.

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Johnathan Eagels to go through more specifics! Johnathan Eagels is happy to explore your timeline, flexibility, your comfort with risk, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing cash for expenses, and more.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you retire.

Business Retirement Plans

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