Investment services in and around San Leandro
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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Leandro, CA State Farm agent Julie La can help you investigate.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Julie La in San Leandro to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Julie La to go through more specifics! Julie La is happy to review your timeline, flexibility, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Julie La can help you as you review the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
Let Us Help You Reach Your Dreams And Goals
Julie La
State Farm® Insurance Agent
A great choice for help reaching financial goals in the San Leandro area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Money management strategies for the self-employed
Money management strategies for the self-employed
Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Money management strategies for the self-employed
Money management strategies for the self-employed
Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.