Investment services in and around Sonoma
Sonoma, 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
There will most likely come a time when your next career move is to retire, but you can start prepping for that day long before.
Investment Services
There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Katie Chase can help you determine which path may be right for you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing for the disposition of a business at death, and more.
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 extend after you retire.
Business Retirement Plans
Quality employees can make a remarkable impact in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Sonoma
- El Verano
- Glen Ellen
- Sonoma Valley
- Eldridge
- Boyes Hot Springs
- Buena Vista
- Napa
- Napa Valley
Katie Chase
State Farm® Insurance Agent
Sonoma neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Prevent identity theft with these simple tips
Prevent identity theft with these simple tips
Help prevent identity theft by considering these best practices. If you are an identity theft victim, discover how to start restoring your identity.
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Prevent identity theft with these simple tips
Prevent identity theft with these simple tips
Help prevent identity theft by considering these best practices. If you are an identity theft victim, discover how to start restoring your identity.