Investment services in and around Walnut Creek

State Farm Can Help With Your Financial Aspirations

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Walnut Creek, CA State Farm agent Rod Villamor can help you investigate.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Rod Villamor in Walnut Creek to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, flexibility, time left before needing savings, and more. Agent Rod Villamor in Walnut Creek, CA would love to help you investigate the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing for a special needs individual, and more.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Rod Villamor can help you as you consider the specifics.

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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Rod Villamor is happy to help.