Investment services in and around Novato

Novato, 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

There will most likely come a time when your next career decision is to retire, but you can start taking the necessary steps for that day long before.

Investment Services

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

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.

Business Retirement Plans

Quality employees can make a remarkable difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.