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
Today is a good day to start getting ready for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.
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
We also offer Investments services in:- Scotts Valley
- Felton
- Ben Lomond
- Santa Cruz County
- Boulder Creek
- Capitola
- Aptos
- Soquel
Laureen Yungmeyer
State Farm® Insurance Agent