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Investment services in and around Walnut Creek

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

Aside from dreaming about places you want to see and what you will do in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left before needing savings, time left to save, your comfort with risk, and more. Agent Andrew Kolasa in Walnut Creek, CA would love to help you explore the options that may be right for you.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Andrew Kolasa can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

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

Business Retirement Plans

State Farm has numerous retirement savings alternatives for both business owners and their employees.

Let Us Help You Fulfill Your Dreams And Goals

Profile photo of a State Farm Agent named: Andrew Kolasa

Andrew Kolasa

State Farm® Insurance Agent
Office Address:
1546 Palos Verdes Mall
Walnut Creek, CA 94597
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.