Investment services in and around Cheltenham

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

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 understand which may be right for you, State Farm agent John DeGirolamo Jr in Cheltenham, PA is here to help!

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

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

Estate Planning

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

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent John DeGirolamo Jr can help you as you investigate the specifics.

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.