Investment services in and around SAN JOSE

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

Now is the time to start preparing for retirement.

Investment Services

There are options available for you if you'd like additional information on preparing for retirement. State Farm agent David Matzinger can help you explore which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include time left to save, time left before needing savings, amount to save, and more. Agent David Matzinger in SAN JOSE, CA would love to help you explore the options that may be right for you.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent David Matzinger can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent David Matzinger is happy to help.