Investment services in and around Petaluma

Petaluma, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Kendra Cochran in Petaluma, CA is here to help!

Investment Services

There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Kendra Cochran can help you select which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, your comfort with risk, amount to save, and more. Agent Kendra Cochran in Petaluma, CA would love to help walk you through the options that may be right for you.

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Kendra Cochran is happy to help you examine your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if loans are an option, how many people you employ, and others. Your local registered agent Kendra Cochran can help you understand your choices.