Skip to content
Español
Call
Text

Investment services in and around Aptos

State Farm can help with your financial aspirations

Contact Agent Preeti

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One feasible way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

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

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.

Business retirement plans

State Farm has various retirement savings choices for both business owners and their employees.

You have financial aspirations. Let us help!

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.
Profile photo of a State Farm Agent named: Preeti Sehgal

Preeti Sehgal

Sehgal Ins and Fin Svcs Inc

Call
My office
ID card
Map showing State Farm Agent's office

Location

9057B Soquel Drive Suite F
Aptos, CA 95003-4088
Map and directions

Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Preeti

Insurance and Financial products offered

Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

Building an emergency fund: Calculate how much to save

Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.

Promote your small business and build your brand

No one cares about your business more than you. So how can you promote your business and build your brand? We have some tips to help.

How to get out of debt

Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.

View more articles

Call us 24/7 at (831) 531-2166

Contact info

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Products you're interested in

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Please correct the following:

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.