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 move is retirement, but you can start taking the necessary steps for that day long before.
Investment Services
There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Frank Bliss can help you decide which path may be right for you.
Education Savings Plans
Interested in ways to start saving for college? It may be time to consider available products and services for your child, your spouse, or a friend.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.
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
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
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Simple Insights®
Tips for planning a wedding on a budget
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DIY home improvement or hire a pro?
DIY home improvement or hire a pro?
Before jumping into a home improvement project, weigh the pros and cons of a DIY approach vs. hiring a professional contractor.