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 investigate.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
When trying to prepare for your future, State Farm agent Lydia Harville may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance considering specific options, registered agent Lydia Harville is happy to help.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Lydia Harville can help you study your choices.
Let Us Help You Accomplish Your Dreams And Goals
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
Looking for help reaching financial goals in the Santa Cruz area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
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How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.