Investment services in and around King of Prussia

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 Mike Yates is happy to help walk you through the details.

Investment Services

If retirement, college expenses, 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

There are specifics to think about before starting to save for education. These include time left before needing savings, flexibility, amount to save, and more. Agent Mike Yates in King of Prussia, PA would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing income to family members, providing for a special needs individual, and more.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.