Investment services in and around Gilroy

Gilroy, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement tomorrow.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent David Matzinger can help walk you through the details of saving for college.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

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

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent David Matzinger can help you understand your choices.