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
Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Mary Zell Spellman can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Mary Zell Spellman can help you as you examine the specifics.
Business Retirement Plans
State Farm has numerous retirement savings plans for both business owners and their employees.
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
Looking for help reaching financial goals in the San Francisco area?
Let's work toward your financial dreams
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Simple Insights®
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We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.