Investment services in and around Bakersfield

Bakersfield, 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Bakersfield, CA State Farm agent Kelli Holz can help you get to know.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for your child, yourself, or a friend.

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Kelli Holz can help you as you examine the specifics.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.