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Investment services in and around Lancaster

Investigate 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

Now is the time to start preparing for retirement.

Investment Services

Are you looking to save for a new house, set up an IRA, or establish an emergency fund? State Farm agents are happy to help you know where to start.

Education Savings Plans

Now is the time to start saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, yourself, or your spouse, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin shaping steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

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
Profile photo of a State Farm Agent named: Aubrey Montgomery

Aubrey Montgomery

State Farm® Insurance Agent
Office Address:
630 Delp Road
Suite 200
Lancaster, PA 17601
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Discover how State Farm can help you reach your financial goals

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