Investment services in and around Berkeley
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
There will most likely come a time when your next career advancement is retirement, but you can start preparing for that day long before.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
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 even modest contributions can help over time.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to begin shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Looking for a way to receive payments or regular income while retired? 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 quit working.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Berkeley
- Albany
- El Cerrito
- Richmond
- Oakland
- San Pablo
- San Francisco
- Emeryville
- Concord
- Walnut Creek
- Redwood City
- Vallejo
- Palo Alto
- San Rafael
- Russian River, CA
- Guerneville, CA
Frank Bliss
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.