Investment services in and around San Francisco
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
It's always a good time to start preparing for retirement.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
Now is the time to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, yourself, or a friend, as they pursue higher education.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start constructing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
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
A great choice for help reaching financial goals in the San Francisco area
Let's work toward your financial dreams
Simple Insights®
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.
Simple Insights®
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.