Investment services in and around Campbell
Campbell, 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
Today is a good day to start prepping for retirement, whether you're just starting a career or you've been working for some time.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Joe Frangieh in Campbell to learn more about how they can assist you.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you make progress toward these goals.
Annuities
Looking for a way to receive payments or regular income while retired? 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
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Joe Frangieh is happy to help.
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Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.