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Investment services in and around Truckee

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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Truckee, CA State Farm agent Peter Fuszard can help you investigate.

Investment Services

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

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to think about.

Let Us Help Champion Your Dreams And Goals

Profile photo of a State Farm Agent named: Peter Fuszard

Peter Fuszard

State Farm® Insurance Agent

Office Address:
11045 Donner Pass Road Ste 1A
Truckee, CA 96161
Map & Directions

Truckee neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.