Investment services in and around San Francisco
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
It's always a good time to start preparing for retirement.
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.
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 quit working.
Business Retirement Plans
There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- San Francisco
- South San Francisco
- Daly City
- Brisbane
- San Bruno
- Millbrae
- Burlingame
- Hillsdale
- Hillsborough
- San Mateo
- Foster City
- San Carlos
- San Jose
Jake Ng
State Farm® Insurance AgentLooking for help reaching financial goals in the San Francisco area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
Giving money to your grandchildren
Giving money to your grandchildren
Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.
Simple Insights®
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
Giving money to your grandchildren
Giving money to your grandchildren
Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.