Investment services in and around Palo Alto
Explore Your Financial Goals And Plans With State Farm
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 Palo Alto, CA State Farm agent Candice Kistner can help you explore.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Candice Kistner in Palo Alto to learn more about how they can assist you.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching 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. It makes sense. State Farm's annuity products may be the right choice to create the stream of income that works for you and your goals post-retirement.
Business Retirement Plans
Quality employees can make a big impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Hidden costs of buying a home
Hidden costs of buying a home
Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.