Investment services in and around Oakland
Navigate 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
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Dave Trosper in Oakland to learn more about how they can assist you.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
When trying to prepare for your future, State Farm agent Dave Trosper may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Dave Trosper is happy to help.
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A great choice for help reaching financial goals in the Oakland area
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Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.