Investment services in and around Bakersfield
Explore 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 investigate which may be right for you, State Farm agent Elizabeth Cardenas in Bakersfield, CA is here to help!
Investment Services
If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Elizabeth Cardenas can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.
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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Elizabeth Cardenas is happy to help.
Let Us Help Support Your Dreams And Goals
We also offer Investments services in:- California
- Kern County
- Bakersfield
- Tehachapi
- Los Angeles
- Sacramento
- Fresno
- San Luis County
- Arizona
- Bullhead City
- Texas
- Houston
Elizabeth Cardenas
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.