Investment services in and around San Francisco
San Francisco, 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
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 fit for you. State Farm agent Mary Zell Spellman is happy to help explore the options with you.
Investment Services
There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Mary Zell Spellman can help you research which path may be right for you.
Education Savings Plans
Your agent Mary Zell Spellman can help walk you through the details of saving for college.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Mary Zell Spellman is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- California
- Arizona
- Nevada
- Oregon
- Scottsdale
- Paradise Valley
- Phoenix
Mary Zell Spellman
State Farm® Insurance Agent
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Simple Insights®
How much money do you need to retire?
How much money do you need to retire?
How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.