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Investment services in and around Pleasant Hill

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about places you want to see and spending extended time with loved ones in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy 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 Chelsea Brackett to go through more specifics! Chelsea Brackett is happy to explore your timeline, flexibility, your comfort with risk, and more.

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 Chelsea Brackett 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

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 remain after you retire.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Concord
  • Walnut Creek
  • Martinez
  • Lafayette
  • Moraga
  • Orinda
  • Danville
  • Alamo
Profile photo of a State Farm Agent named: Chelsea Brackett

Chelsea Brackett

State Farm® Insurance Agent

ChFC® RICP®
Office Address:
2261 Morello Avenue
Suite A
Pleasant Hill, CA 94523-1812
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

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Simple Insights®

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.

Tips for planning a trip

Learn some tips for planning a trip to help you make the most out of your vacation.