Investment services in and around San Francisco
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 San Francisco, CA State Farm agent Mary Zell Spellman can help you consider.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
Interested in ways to start saving for college? It may be time to consider available products and services for a friend, your spouse, or your child.
Estate Planning
As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance examining specific options, registered agent Mary Zell Spellman is happy to help.
Business Retirement Plans
Quality employees can make a remarkable difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- California
- Arizona
- Nevada
- Oregon
- Scottsdale
- Paradise Valley
- Phoenix
Mary Zell Spellman
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.