Investment services in and around Burlingame

Burlingame, 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

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 decide which may be right for you, State Farm agent Rona Stefani in Burlingame, CA is here to help!

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Rona Stefani to go through more specifics! Rona Stefani is happy to discuss flexibility, your timeline, your comfort with risk, and more.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin constructing 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

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Rona Stefani is happy to help you explore your options.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.