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Investment services in and around Burlingame

State Farm can help with your financial aspirations

Contact Agent Rona

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement later in life.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Rona Stefani can help you select which path may be right for 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 explore flexibility, your timeline, your comfort with risk, and more.

Legacy planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Rona Stefani can help you as you research the specifics.

Business retirement plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let us help assist with your dreams and goals

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Profile photo of a State Farm Agent named: Rona Stefani

Rona Stefani

State Farm® Insurance Agent

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Location

1813 El Camino Real Suite 7
Burlingame, CA 94010
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Contact Agent Rona

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.