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Investment services in and around Macungie

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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Macungie, PA State Farm agent Tom Bartholomew can help you get to know.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, your comfort with risk, amount to save, and more. Agent Tom Bartholomew in Macungie, PA would love to help walk you through the options that may be right for you.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

State Farm has multiple retirement savings choices for both business owners and their employees.

Let Us Help Support Your Dreams And Goals

Profile photo of a State Farm Agent named: Tom Bartholomew

Tom Bartholomew

State Farm® Insurance Agent

ChFC® CASL®
Office Address:
129 E Main Street
Macungie, PA 18062
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Looking for help reaching financial goals in the Macungie area?

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Simple Insights®

What to consider when choosing a beneficiary for life insurance or other financial accounts

Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.

Find the future value of your savings with this calculator

This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.