Investment services in and around Scotts Valley
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Laureen Yungmeyer in Scotts Valley, CA is here to help!
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
When trying to prepare for your future, State Farm agent Laureen Yungmeyer 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 end when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.
Business Retirement Plans
Quality employees can make a big difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help You Accomplish Your Dreams And Goals
We also offer Investments services in:- Scotts Valley
- Felton
- Ben Lomond
- Santa Cruz County
- Boulder Creek
- Capitola
- Aptos
- Soquel