Investment services in and around Castro Valley
Castro Valley, 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 retirement, but you can start preparing for that day long before.
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.
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 down the road for furthering education.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start shaping steps now that will help you work toward 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 that works for you and your goals post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Alameda County
- Contra Costa County
- Santa Clara County
- San Francisco County
- Hayward
- San Lorenzo
- Union City
- San Leandro
- Dublin
- Livermore
- San Ramon
- Berkeley
- Oakland
- Walnut Creek
- Alamo
- Danville
- San Jose
- Tracy
- Mountain House
- Lathrop
- Milpitas
Julie Sumiki
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Castro Valley area
Start working toward your financial goals
Simple Insights®
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.
Giving money to your grandchildren
Giving money to your grandchildren
Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.
Simple Insights®
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.
Giving money to your grandchildren
Giving money to your grandchildren
Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.