Investment services in and around Pinole
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 decide which may be right for you, State Farm agent Jeff Marks in Pinole, CA is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, comprehending your risk tolerance and time horizon.
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
Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Jeff Marks is happy to help.
Business Retirement Plans
There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.
Let Us Help You Accomplish Your Dreams And Goals
We also offer Investments services in:- San Pablo
Jeff Marks
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
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.
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Simple Insights®
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.
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.