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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Lydia Harville is happy to help explain the specifics to you.

Investment Services

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

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 valuable 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 your goals, your stage of life, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Lydia Harville is happy to help.

Business Retirement Plans

Quality employees can make a remarkable difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.