Investment services in and around Santa Cruz
Santa Cruz, 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
Today is a good day to start prepping for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
Are you looking to save for a new house, set up an IRA, or plan for college expenses? State Farm agents are prepared to help you know where to begin.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
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 linger after you retire.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help You With Your Monetary Objectives
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