Investment services in and around Berkeley
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
Today is a good day to start prepping for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lazena Kelly-Andrada to go through more specifics! Lazena Kelly-Andrada is happy to discuss your timeline, your comfort with risk, flexibility, and more.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance researching specific options, registered agent Lazena Kelly-Andrada is happy to help.
Business Retirement Plans
Quality employees can make a big impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- EMERYVILLE
- ALBANY
- OAKLAND
- EL CERRITO
- RICHMOND
- BAY AREA
- CALIFORNIA
Lazena Kelly-Andrada
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.