Investment services in and around San Jose
San Jose, 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 explore which may be right for you, State Farm agent Lillian Moore in San Jose, CA is here to help!
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
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
The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance considering specific options, registered agent Lillian Moore is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings options for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- San Jose
- Santa Clara County
- the Bay Area
- CA, AZ & OR
- California
Lillian Moore
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Hidden costs of buying a home
Hidden costs of buying a home
Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.