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Investment services in and around San Rafael

Investigate Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are happy 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 down the road for furthering education.

Estate Planning

As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you pursue these goals.

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

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

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Lisa Elkins-Reuter

Lisa Elkins-Reuter

State Farm® Insurance Agent
Office Address:
1852 4th Street
San Rafael, CA 94901
Map & Directions

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

Let's work toward your financial dreams

Simple Insights®

Simple Insights®