Investment services in and around SAN JOSE

Navigate 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

There's no better time than the present to start preparing for retirement.

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent David Matzinger can help you research which path may be right for you.

Education Savings Plans

Your agent David Matzinger can help walk you through the particulars of saving for college.

Estate Planning

As you sift through options and goals, including SAN JOSE State Farm agent David Matzinger, can be a worthwhile source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you retire.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent David Matzinger is happy to help you learn more about your options.