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 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 San Jose, CA State Farm agent Jim Edington can help you explore.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Jim Edington can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Jim Edington is happy to help.