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Investment services in and around Lancaster

State Farm can help with your financial aspirations

Contact Agent Aubrey

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

Retirement and IRAs

Aside from dreaming about places you want to see and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent Aubrey Montgomery in Lancaster to learn more about how they can assist 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.

Legacy planning

As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you work toward these goals.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Aubrey Montgomery is happy to help you consider your options.

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 employees and/or employers can contribute, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Aubrey Montgomery is happy to help you examine your options.

You have financial aspirations. Let us help!

State Farm agent Aubrey Montgomery offers 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
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 Aubrey Montgomery offers 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
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Aubrey Montgomery

Montgomery Ins Agcy Inc

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Location

630 Delp Road
Suite 200
Lancaster, PA 17601
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Contact Agent Aubrey

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