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Investment services in and around San Francisco

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you work toward these goals.

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 extend after you retire.

Business Retirement Plans

State Farm has multiple retirement savings possibilities for both business owners and their employees.

Let Us Help Champion Your Dreams And Goals

We also offer Investments services in:
  • California
  • Arizona
  • Nevada
  • Oregon
  • Scottsdale
  • Paradise Valley
  • Phoenix
Profile photo of a State Farm Agent named: Mary Zell Spellman

Mary Zell Spellman

State Farm® Insurance Agent

ChFC® RICP® CLU®
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Map showing State Farm Agent Mary Zell Spellman's office at 26 West Portal Ave Ste 1, San Francisco, CA
Office Address:
26 West Portal Ave Ste 1
San Francisco, CA 94127
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San Francisco neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Contact My Agent

Simple Insights®

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

This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.