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Investment services in and around Saratoga

Saratoga, 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's no better time than the present to start preparing for retirement.

Investment Services

Are you looking to establish an emergency fund, set up an IRA, or plan for college expenses? State Farm agents are available to help you know where to begin.

Education Savings Plans

Now is the time to begin saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, your spouse, or a friend, as they pursue higher education.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Saratoga
  • Los Gatos
  • San Jose
  • Campbell
  • Cupertino
  • Sunnyvale
  • Los Altos
  • Atherton
  • Woodside
  • Mountain View
  • San Mateo
  • Morgan Hill
  • Willow Glen
  • Bay Area
  • Santa Clara
  • Santa Clara County
Profile photo of a State Farm Agent named: Phil Mills

Phil Mills

State Farm® Insurance Agent
Office Address:
14500 Big Basin Way, Suite D
Saratoga, CA 95070
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