Investment services in and around Scotts Valley
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement later in life.
Investment Services
There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Laureen Yungmeyer can help you research which path may be right for you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Laureen Yungmeyer can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Laureen Yungmeyer can help you as you review the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Scotts Valley
- Felton
- Ben Lomond
- Santa Cruz County
- Boulder Creek
- Capitola
- Aptos
- Soquel
Laureen Yungmeyer
State Farm® Insurance Agent