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Investment services in and around San Francisco

Investigate 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 prep today to enjoy retirement tomorrow.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Traci Hollander can help walk you through the different elements of saving for college.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, your stage of life, and more. For assistance examining specific options, registered agent Traci Hollander is happy to help.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Traci Hollander

Traci Hollander

State Farm® Insurance Agent
Office Address:
556 Castro Street
San Francisco, CA 94114-2512
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What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.