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Investment services in and around San Francisco

San Francisco, 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

Today is a good day to start prepping for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or establish an emergency fund? State Farm agents are prepared to help you know where to begin.

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

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.

Business Retirement Plans

State Farm has various retirement savings choices for both business owners and their employees.

Let Us Help With Your Dreams And Goals

We also offer Investments services in:
  • the Bay Area
  • Russian Hill
  • Pacific Heights
  • the Marina
Profile photo of a State Farm Agent named: Alan Chan

Alan Chan

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
1820 Van Ness Avenue
San Francisco, CA 94109
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Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.