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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

There's no better time than the present to start preparing for retirement.

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Chelsea Brackett can help walk you through the details of saving for college.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin shaping 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

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.

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
Office Address:
2261 Morello Avenue
Suite A
Pleasant Hill, CA 94523-1812
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Discover how State Farm can help you reach your financial goals

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Simple Insights®

How to build credit

Understand how credit works and learn ways to build and improve your credit score.

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.