Investment services in and around Philadelphia
Review 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 Philadelphia, PA State Farm agent Jeff Gottesman can help you understand.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Jeff Gottesman can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income throughout 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 stop working.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Jeff Gottesman can help you explore your choices.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- Philadelphia
- Montgomery County
- Bucks County
- Delaware County
- Chester County
- Pennsylvania
- Camden County
- New Jersey
- Staten Island
- Brooklyn
- New York
- Delaware
- Maryland
Looking for help reaching financial goals in the Philadelphia area?
Start working toward your financial goals
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.