Investment services in and around San Francisco

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Mary Zell Spellman is happy to help explore the details with you.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or invest for retirement? State Farm agents are prepped to help you know where to begin.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left to save, amount to save, time left before needing savings, and more. Agent Mary Zell Spellman in San Francisco, CA would love to help you explore the options that may be right for you.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Mary Zell Spellman can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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 Mary Zell Spellman can help you as you review the specifics.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.