Investment services in and around Newtown Square
Newtown Square, choose State Farm for help with your financial goals
Contact Agent Stephen JState 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 fit for you. State Farm agent Stephen J DiOrio is happy to help explain the details to you.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education savings plans
When saving for college, anyone can contribute.
Legacy planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
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 remain after you retire.
Business retirement plans
Quality employees can make a huge difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.
Let us help champion your dreams and goals
Location
4829 West Chester PikeNewtown Square, PA 19073-2213
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Contact Agent Stephen JInsurance and Financial products offered
Simple Insights®
Calculate how long to pay off a Home Equity Line of Credit
Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.
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Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.