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Investment services in and around San Francisco

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 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 Kevin Lei is happy to help walk you through the details.

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

When saving for college, anyone can contribute.

Legacy planning

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

Annuities

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

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored options.

Let us help you with your monetary objectives

State Farm agent Kevin Lei offers Investments services in:

  • San Francisco
  • Cupertino
  • Palo Alto
  • Sunnyvale
  • Mountain View
  • San Mateo
  • Millbrae
  • Fremont
  • Santa Clara
  • Dubin
  • Pleasanton
  • Milpitas
  • San Jose
  • Redwood City
  • Belmont
  • Burlingame
  • Los Altos
  • Saratoga
  • Menlo Park
  • Danville
  • San Ramon
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:

  • San Francisco
  • Cupertino
  • Palo Alto
  • Sunnyvale
  • Mountain View
  • San Mateo
  • Millbrae
  • Fremont
  • Santa Clara
  • Dubin
  • Pleasanton
  • Milpitas
  • San Jose
  • Redwood City
  • Belmont
  • Burlingame
  • Los Altos
  • Saratoga
  • Menlo Park
  • Danville
  • San Ramon
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Kevin Lei

State Farm® Insurance Agent

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801 Lincoln Way Ste B
San Francisco, CA 94122
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Kevin

Insurance and Financial products offered

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

View more articles

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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.