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Investment services in and around Saratoga

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

Today is a good day to start prepping for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Phil Mills to go through more specifics! Phil Mills is happy to discuss flexibility, your timeline, your comfort with risk, and more.

Estate Planning

As you sift through options and goals, including Saratoga State Farm agent Phil Mills, can be a helpful asset to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you retire.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Saratoga
  • Los Gatos
  • San Jose
  • Campbell
  • Cupertino
  • Sunnyvale
  • Los Altos
  • Atherton
  • Woodside
  • Mountain View
  • San Mateo
  • Morgan Hill
  • Willow Glen
  • Bay Area
  • Santa Clara
  • Santa Clara County
Profile photo of a State Farm Agent named: Phil Mills

Phil Mills

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
14500 Big Basin Way, Suite D
Saratoga, CA 95070
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Looking for help reaching financial goals in the Saratoga area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

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Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.