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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Berkeley, CA State Farm agent Lazena Kelly-Andrada can help you get to know.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Lazena Kelly-Andrada can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to think about.
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
Start working toward your financial goals
Simple Insights®
Ways to help set financial goals
Ways to help set financial goals
As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.