Investment services in and around Pleasanton

Pleasanton, 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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent AJ Abdelkhalek is happy to help explore the specifics with you.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent AJ Abdelkhalek is happy to help you explore your options.

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 attracting and keeping employees.