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Investment services in and around Sonoma

Navigate Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start getting ready for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you pursue these goals.

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 continue after you retire.

Business Retirement Plans

Quality employees can make a big difference 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
Profile photo of a State Farm Agent named: Katie Chase

Katie Chase

State Farm® Insurance Agent
Office Address:
772 W Napa Street
Sonoma, CA 95476-6452
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Simple Insights®