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Investment services in and around Rohnert Park

Rohnert Park, 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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Keith Garlock is happy to help talk you through the details.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Keith Garlock to go through more specifics! Keith Garlock is happy to discuss your timeline, flexibility, your comfort with risk, and more.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Keith Garlock is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Keith Garlock is happy to help you learn more about your options.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Rohnert Park
  • Cotati
  • Penngrove
  • Santa Rosa
  • Sebastopol
  • Graton
  • Forestville
  • Petaluma
  • Windsor
  • Sonoma
  • Healdsburg
Profile photo of a State Farm Agent named: Keith Garlock

Keith Garlock

State Farm® Insurance Agent
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Office Address:
6201 State Farm Drive
Rohnert Park, CA 94928
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Looking for help reaching financial goals in the Rohnert Park area?

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Simple Insights®

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Simple Insights®

What to consider when choosing a beneficiary for life insurance or other financial accounts

Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.