Investment services in and around Berkeley
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement down the road.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lazena Kelly-Andrada to go through more specifics! Lazena Kelly-Andrada is happy to explore your timeline, your comfort with risk, flexibility, and more.
Estate Planning
When trying to prepare for your future, State Farm agent Lazena Kelly-Andrada may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Lazena Kelly-Andrada can help you as you examine the specifics.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- EMERYVILLE
- ALBANY
- OAKLAND
- EL CERRITO
- RICHMOND
- BAY AREA
- CALIFORNIA
Lazena Kelly-Andrada
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Berkeley area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.