Investment services in and around Rohnert Park
Rohnert Park, choose State Farm for help with your financial goals
Contact Agent CeciliaState 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 fit for you. State Farm agent Cecilia Licon is happy to help explore the details with you.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education savings plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Legacy planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Cecilia Licon can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, how you want your contributions to be handled, and more. For assistance considering specific options, registered agent Cecilia Licon is happy to help.
Business retirement plans
State Farm has various retirement savings possibilities for both business owners and their employees.
Let us help support your dreams and goals
State Farm agent Cecilia Licon offers Investments services in:
- Sonoma County
- Napa
- Santa Rosa
- San Francisco
- Petaluma
- Windsor
- Healdsburg
- Cotati
State Farm agent Cecilia Licon offers Investments services in:
- Sonoma County
- Napa
- Santa Rosa
- San Francisco
- Petaluma
- Windsor
- Healdsburg
- Cotati
Location
101 Golf Course Drive Suite C2Rohnert Park, CA 94928-1772
A great choice for help reaching financial goals in the Rohnert Park area
Start working toward your financial goals
Contact Agent CeciliaInsurance and Financial products offered
Simple Insights®
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
What is a good credit score?
Do you know your credit score? Find out what a good score is, why you should get a copy of your credit report and how to rebuild your credit if needed!
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.