Investment services in and around Newtown Square

Explore Your Financial Goals And Plans With State Farm

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 Newtown Square, PA State Farm agent Bryan Frey can help you understand.

Investment Services

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

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin shaping 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

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Bryan Frey is happy to help you explore your options.

Business Retirement Plans

Quality employees can make a remarkable difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.