Investment services in and around Foster City

Foster City, 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

Today is a good day to start prepping for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Nony Lukito-Lim can help you research which path may be right for you.

Education Savings Plans

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

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

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Nony Lukito-Lim is happy to help you research your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Nony Lukito-Lim can help you explore your choices.