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Investment services in and around Oakland

Investigate Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There will most likely come a time when your next career advancement is retirement, but you can start taking the necessary steps for that day long before.

Investment Services

Are you looking to plan for college expenses, invest for retirement, or save for a new house? State Farm agents are happy to help you know where to begin.

Education Savings Plans

There's no better time than the present to begin saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, your child, or a friend, as they pursue higher education.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you stop working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • California
  • Arizona
  • Nevada
  • Oregon
Profile photo of a State Farm Agent named: Alex Anneker

Alex Anneker

State Farm® Insurance Agent
Office Address:
5273 College Ave Suite 101
Oakland, CA 94618
Map & Directions

A great choice for help reaching financial goals in the Oakland area

Take steps toward meeting your monetary objectives, intentionally

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