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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 move is to retire, but you can start getting ready 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 available 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 begin saving now 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 begin shaping steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.

Let Us Help You With Your Monetary Objectives

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
Profile photo of a State Farm Agent named: Julie Sumiki

Julie Sumiki

State Farm® Insurance Agent
Office Address:
22063 Center Street
Castro Valley, CA 94546-6707
Map & Directions

Castro Valley neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

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