Investment services in and around Philadelphia

Navigate 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Erica Bantom Martin in Philadelphia, PA is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Erica Bantom Martin in Philadelphia to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Erica Bantom Martin can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Erica Bantom Martin can help you as you consider the specifics.

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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Erica Bantom Martin is happy to help.