Investment services in and around Rocklin

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 option for you. State Farm agent Peter Schiro is happy to help walk you through the details.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

Your agent Peter Schiro can help walk you through the different elements of saving for college.

Estate Planning

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

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, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Peter Schiro is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Peter Schiro is happy to help you learn more about your options.