Investment services in and around Berkeley
Berkeley, 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 choice for you. State Farm agent Mike Mihrzad is happy to help talk you through the details.
Investment Services
Are you looking to establish an emergency fund, invest for retirement, or plan for college expenses? State Farm agents are happy to help you know where to begin.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to contemplate available products and services for a friend, yourself, or your child.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
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 continue after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to think about.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Berkeley
- Oakland
- San Francisco
- Bay Area
- Marin County
- California
- Arizona
- Oregon
Mike Mihrzad
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
Simple Insights®
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.