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Investment services in and around Mountain View

Mountain View, choose State Farm for help with your financial goals

Contact Agent Kevin

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 Mountain View, CA State Farm agent Kevin Lei can help you understand.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or save for a new house? State Farm agents are ready to help you know where to start.

Education savings plans

When saving for college, anyone can contribute.

Legacy planning

Your property and its proper stewardship is important. That's why it's a good idea to start mapping out 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

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Kevin Lei is happy to help you explore your options.

Business retirement plans

State Farm has multiple retirement savings plans for both business owners and their employees.

You have financial aspirations. Let us help!

State Farm agent Kevin Lei offers Investments services in:

  • California
  • Mountain View
  • San Francisco
  • Millbrae
  • San Jose
  • Milpitas
  • Palo Alto
  • Daly City
  • Fremont
  • Oakland
  • Sunnyvale
  • Cupertino
  • San Mateo
  • Union City
  • Berkeley
  • Castro Valley
  • San Leandro
  • San Lorenzo
  • Redwood City
  • Alameda
  • Burlingame
  • South San Francisco
  • Pleasanton
  • Santa Clara
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Kevin Lei offers Investments services in:

  • California
  • Mountain View
  • San Francisco
  • Millbrae
  • San Jose
  • Milpitas
  • Palo Alto
  • Daly City
  • Fremont
  • Oakland
  • Sunnyvale
  • Cupertino
  • San Mateo
  • Union City
  • Berkeley
  • Castro Valley
  • San Leandro
  • San Lorenzo
  • Redwood City
  • Alameda
  • Burlingame
  • South San Francisco
  • Pleasanton
  • Santa Clara
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Kevin Lei

State Farm® Insurance Agent

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Location

2083 Old Middlefield Way Suite 200
Mountain View, CA 94043-2466
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Contact Agent Kevin

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