Investment services in and around San Jose
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Jim Edington in San Jose, CA is here to help!
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to contemplate available products and services for your child, a friend, or yourself.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Jim Edington is happy to help you explore your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Jim Edington is happy to help you research your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- CA & OR
Jim Edington
State Farm® Insurance Agent
San Jose neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
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Borrowing against life insurance: What to know
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