Investment services in and around Petaluma

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Miguel Alfaro is happy to help explore the details with you.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left before needing savings, amount to save, flexibility, and more. Agent Miguel Alfaro in Petaluma, CA would love to help walk you through the options that may be right for you.

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 work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you retire.