Investment services in and around Castro Valley
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
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 understand which may be right for you, State Farm agent Julie Sumiki in Castro Valley, CA is here to help!
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
Your agent Julie Sumiki can help walk you through the different elements of saving for college.
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 helpful 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 your goals, how you want your contributions to be handled, your stage of life, and more. For assistance exploring specific options, registered agent Julie Sumiki is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
Let Us Help You With Your Monetary Objectives
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
Julie Sumiki
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Are you saving enough for college? Find out with this calculator
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.
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Are you saving enough for college? Find out with this calculator
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.