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
Aside from dreaming about places you want to see and the hobbies you'll finally have time for in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Rod Villamor can help you explore which path may be right for you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Rod Villamor to go through more specifics! Rod Villamor is happy to discuss your comfort with risk, your timeline, flexibility, and more.
Estate Planning
As you sift through options and goals, including Walnut Creek State Farm agent Rod Villamor, can be a beneficial resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income amid retirement? 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 stop 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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Rod Villamor is happy to help.
Let Us Help With Your Dreams And Goals
Office Address:
Building 3
Walnut Creek, CA 94598-1627
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.