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Investment services in and around Walnut Creek

Review 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

Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or save for a new house? State Farm agents are ready to help you know where to begin.

Education Savings Plans

Your agent Rod Villamor can help walk you through the different elements of saving for college.

Estate Planning

As you sift through options and goals, including Walnut Creek State Farm agent Rod Villamor, can be a beneficial source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 examining specific options, registered agent Rod Villamor is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Rod Villamor

Rod Villamor

State Farm® Insurance Agent

CPCU®
Office Address:
2855 Mitchell Drive Suite 107
Building 3
Walnut Creek, CA 94598-1627
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Checklist for moving into a new house

This new homeowner checklist can help ease your transition when you buy your first home.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.