Investment services in and around Walnut Creek
Walnut Creek, 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 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 Ben Samrick is happy to help talk you through the specifics.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
Your agent Ben Samrick can help walk you through the details of saving for college.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Ben Samrick can be a useful 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 amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
State Farm has various retirement savings plans for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Walnut Creek
- Pleasant Hill
- Oregon
- Arizona
- California
- Eugene, Oregon
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.