Investment services in and around Castro Valley
Castro Valley, 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
Now is the time to start preparing for retirement.
Investment Services
There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Julie Sumiki can help you decide which path may be right for you.
Education Savings Plans
There are specifics to think about before starting to save for education. These include amount to save, flexibility, time left to save, and more. Agent Julie Sumiki in Castro Valley, CA would love to help you investigate the options that may be right for you.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Julie Sumiki can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Julie Sumiki is happy to help.
Business Retirement Plans
Quality employees can make a large difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- Alameda County
- Contra Costa County
- Santa Clara County
- San Francisco County
- Hayward
- San Lorenzo
- Union City
- San Leandro
- Dublin
- Livermore
- San Ramon
- Berkeley
- Oakland
- Walnut Creek
- Alamo
- Danville
- San Jose
- Tracy
- Mountain House
- Lathrop
- Milpitas
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.