Investment services in and around Santa Cruz
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
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 Santa Cruz, CA State Farm agent Lydia Harville can help you explore.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Lydia Harville in Santa Cruz to learn more about how they can assist you.
Education Savings Plans
Your agent Lydia Harville can help walk you through the different elements of saving for college.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start developing 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
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 Lydia Harville can help you as you investigate the specifics.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Lydia Harville is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Santa Cruz
- Aptos
- Soquel
- Capitola
- Scotts Valley
- Los Gatos
- Felton
- Ben Lomond
- Boulder Creek
- Santa Cruz County
- Campbell
- Watsonville
- Santa Clara County
- San Benito County
- Corralitos
- La Selva Beach
- Twin Lakes
- Pleasure Point
- Los Gatos Mountains
- Santa Cruz Mountains
- Seabright
- Live Oak
- Rio Del Mar
Lydia Harville
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.