Investment services in and around Union City

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Hera Tong Gutierrez in Union City, CA is here to help!

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include your comfort with risk, time left before needing savings, time left to save, and more. Agent Hera Tong Gutierrez in Union City, CA would love to help you explore the options that may be right for you.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin laying out steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Hera Tong Gutierrez is happy to help you consider your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Hera Tong Gutierrez is happy to help.