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

One feasible way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Preeti Sehgal can help you decide which path may be right for you.

Education Savings Plans

Your agent Preeti Sehgal can help walk you through the particulars of saving for college.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Preeti Sehgal can help you as you review the specifics.