Investment services in and around Newtown Square
Newtown Square, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Now is the time to start preparing for retirement.
Investment Services
If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Tim Curvan to go through more specifics! Tim Curvan is happy to review your timeline, flexibility, your comfort with risk, and more.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Tim Curvan can help you as you review the specifics.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
Newtown Square neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
What to consider before refinancing your home
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.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.