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
There will most likely come a time when your next career advancement is to retire, but you can start prepping for that day long before.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Hera Tong Gutierrez in Union City to learn more about how they can assist you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you are gone. State Farm can help you make progress toward 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 carry over after you stop working.
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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Hera Tong Gutierrez is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- CALIFORNIA
- FREMONT
- BAY AREA
- SAN LEANDRO
- OAKLAND
- CASTRO VALLEY
- SAN LORENZO
- NEWARK
- SAN JOSE
- SAN FRANCISCO
- HAYWARD
- DUBLIN
- LIVERMORE
- SAN RAMOM
- BERKELEY
- WALNUT CREEK
- DANVILLE
- TRACY
- MOUNTAIN HOUSE
- UNION CITY
Hera Tong Gutierrez
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Union City area
Let's work toward your financial dreams
Simple Insights®
Which retirement accounts are right for you?
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.