Investment services in and around Lancaster
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
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 choice for you. State Farm agent Aubrey Montgomery is happy to help explore the options with you.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
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 developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Aubrey Montgomery is happy to help you learn more about your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Lititz
- Manheim
- Mount Joy
- Landisville
- East Petersburg
- Lancaster
- Millersville
- Rohrerstown
- Salunga
- Mountville
- Elizabethtown
- Akron
- Ephrata
- Leola
- Rheems
- Quentin
- Cornwall
- Lebanon
- Mount Gretna
- Wrightsville
- Columbia
- Marietta
- Hershey
- Willow Street
Aubrey Montgomery
State Farm® Insurance Agent
Looking for help reaching financial goals in the Lancaster area?
Let's work toward your financial dreams
Simple Insights®
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Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
Simple Insights®
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.