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Investment services in and around OAKLAND

Investigate Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There's no better time than the present to start preparing for retirement.

Investment Services

If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

Now is the time to begin saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start shaping steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • CALIFORNIA
  • OREGON
  • ARIZONA
Profile photo of a State Farm Agent named: Kelly Wright

Kelly Wright

State Farm® Insurance Agent
Office Address:
5273 COLLEGE AVE STE 101
OAKLAND, CA 94618
Map & Directions

Looking for help reaching financial goals in the OAKLAND area?

Let's work toward your financial dreams

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