Investment services in and around San Jose

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 San Jose, CA State Farm agent Lillian Moore can help you explore.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, time left to save, your comfort with risk, and more. Agent Lillian Moore in San Jose, CA would love to help you explore the options that may be right for you.

Estate Planning

As you sift through options and goals, including San Jose State Farm agent Lillian Moore, can be a helpful asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Lillian Moore is happy to help you consider your options.