Investment services in and around Lansdale

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 Ryan O'Shurak is happy to help explore the specifics with you.

Investment Services

Are you looking to save for a new house, establish an emergency fund, or invest for retirement? State Farm agents are available to help you know where to begin.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Ryan O'Shurak to go through more specifics! Ryan O'Shurak is happy to explore your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Ryan O'Shurak is happy to help you investigate your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Ryan O'Shurak is happy to help.