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Investment services in and around San Jose

San Jose, Choose State Farm For Help With Your Financial Goals

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 entering the job world or you've been working for some time.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or save for a new house? State Farm agents are available to help you know where to start.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to consider available products and services for your spouse, yourself, or your child.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after your death. State Farm can help you pursue these goals.

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 persist after you stop working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Preeti Sehgal

Preeti Sehgal

State Farm® Insurance Agent
Office Address:
1054 S De Anza Blvd
Suite 106
San Jose, CA 95129
Map & Directions

Looking for help reaching financial goals in the San Jose area?

Take steps toward meeting your monetary objectives, intentionally

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