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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

Aside from dreaming about places you want to see and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

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

Education Savings Plans

When saving for college, anyone can contribute.

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 cover all bases. 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 various options depending on your current stage of life and your future goals. Local registered agent Lillian Moore is happy to help you explore your options.

Business Retirement Plans

State Farm has numerous retirement savings options for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • San Jose
  • Santa Clara County
  • the Bay Area
  • CA, AZ & OR
  • California
Profile photo of a State Farm Agent named: Lillian Moore

Lillian Moore

State Farm® Insurance Agent
Office Address:
5520 Almaden Expy
San Jose, CA 95118
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.

Simple Insights®

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.