Investment services in and around San Francisco

Investigate 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Bernard Wong in San Francisco, CA is here to help!

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Bernard Wong can help walk you through the different elements of saving for college.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance considering specific options, registered agent Bernard Wong is happy to help.