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Investment services in and around Cupertino

Cupertino, 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

There will most likely come a time when your next career move is retirement, but you can start making preparations for that day long before.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or save for a new house? State Farm agents are happy to help you know where to begin.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for your spouse, a friend, or your child.

Estate Planning

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

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to ponder.

Let Us Help You Accomplish Your Dreams And Goals

Profile photo of a State Farm Agent named: Jason Stefely

Jason Stefely

State Farm® Insurance Agent
Office Address:
20395 Pacifica Dr. Suite 108
Cupertino, CA 95014
Map & Directions

Cupertino neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

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Simple Insights®