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Investment services in and around Los Gatos

Navigate 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 decide which may be right for you, State Farm agent Laura Peterson in Los Gatos, CA is here to help!

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 Laura Peterson in Los Gatos to learn more about how they can assist you.

Education Savings Plans

Your agent Laura Peterson can help walk you through the different elements of saving for college.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after your death. State Farm can help you work 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 extend after you retire.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Laura Peterson

Laura Peterson

State Farm® Insurance Agent

Office Address:
16795 Lark Avenue
Suite 108
Los Gatos, CA 95032-7691
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Potential benefits of mutual fund investing

Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Potential benefits of mutual fund investing

Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.