Investment services in and around Campbell
Explore 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
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 Joe Frangieh in Campbell, 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
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Joe Frangieh can help you as you review the specifics.
Business Retirement Plans
State Farm has numerous retirement savings alternatives for both business owners and their employees.
Let Us Help You Reach Your Dreams And Goals
Joe Frangieh
State Farm® Insurance Agent
Looking for help reaching financial goals in the Campbell area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Ways to help set financial goals
Ways to help set financial goals
As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Simple Insights®
Ways to help set financial goals
Ways to help set financial goals
As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.