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
Tom Bartholomew
State Farm® Insurance Agent
Looking for help reaching financial goals in the Macungie area?
Start working toward your financial goals
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
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
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.