Investment services in and around Petaluma

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 Petaluma, CA State Farm agent Kendra Cochran can help you get to know.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are considerations to think about before starting to save for education. These include your comfort with risk, time left before needing savings, time left 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

Your property and its proper stewardship is important. That's why it's a good idea to begin laying out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income while retired? 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 stop working.