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Investment services in and around San Francisco

Review your financial goals and plans with State Farm

Contact Agent Bernard

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 choice for you. State Farm agent Bernard Wong is happy to help explore the specifics with you.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!

Education savings plans

There are specifics to think about before starting to save for education. These include time left before needing savings, time left to save, amount to save, and more. Agent Bernard Wong in San Francisco, CA would love to help you investigate the options that may be right for you.

Legacy planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.

Annuities

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

Business retirement plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.

Let us help you with your monetary objectives

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Bernard Wong

State Farm® Insurance Agent

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Location

2037 Irving Street
Suite 208
San Francisco, CA 94122-1769
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Contact Agent Bernard

Insurance and Financial products offered

Simple Insights®

Find the future value of your savings with this calculator

This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.

Potential benefits of mutual fund investing

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

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.