Investment services in and around Livermore

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

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 determine which may be right for you, State Farm agent Betty Taylor in Livermore, CA is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Betty Taylor in Livermore to learn more about how they can assist you.

Education Savings Plans

Your agent Betty Taylor can help walk you through the various options of saving for college.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.