Investment services in and around San Leandro
San Leandro, 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 Julie La is happy to help talk you through the specifics.
Investment Services
Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are prepped to help you know where to start.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to contemplate available products and services for a friend, your spouse, or your child.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Julie La can help you as you research the specifics.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
You Have Financial Aspirations. Let Us Help!
Julie La
State Farm® Insurance Agent
Looking for help reaching financial goals in the San Leandro area?
Let's work toward your financial dreams
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
How to avoid credit card interest
How to avoid credit card interest
Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
How to avoid credit card interest
How to avoid credit card interest
Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.