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Investment services in and around San Francisco

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

Today is a good day to start preparing for retirement, whether you're newly employed or you've been working for some time.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to think about available products and services for your child, a friend, or yourself.

Estate Planning

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

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 stop working.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Curtis Lee

Curtis Lee

State Farm® Insurance Agent
Office Address:
648 Stanyan Street
San Francisco, CA 94117-1807
Map & Directions

Looking for help reaching financial goals in the San Francisco area?

Take steps toward meeting your monetary objectives, intentionally

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Simple Insights®