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Investment services in and around Cupertino

Review your financial goals and plans with State Farm

Contact Agent Jason

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

Retirement and IRAs

There will most likely come a time when your next career move is retirement, but you can start taking the necessary steps for that day long before.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Jason Stefely in Cupertino to learn more about how they can assist you.

Education savings plans

Interested in how to begin saving for higher education? It may be time to think about available products and services for your spouse, yourself, or a friend.

Legacy planning

As you sift through options and goals, including Cupertino State Farm agent Jason Stefely, can be a worthwhile asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance exploring specific options, registered agent Jason Stefely is happy to help.

Business retirement plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let us help aid your dreams and goals

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Profile photo of a State Farm Agent named: Jason Stefely

Jason Stefely

Stefely Insurance and Financial Services Inc.

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Location

20395 Pacifica Dr. Suite 108
Cupertino, CA 95014
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Cupertino neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Contact Agent Jason

Insurance and Financial products offered

Simple Insights®

Calculate how long to pay off a Home Equity Line of Credit

Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.

What to consider before refinancing your home

Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.

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.