Investment services in and around Allentown

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

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 option for you. State Farm agent Vincent Gerbasio is happy to help explain the details to you.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Vincent Gerbasio in Allentown to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent Vincent Gerbasio in Allentown, PA would love to help you explore the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Vincent Gerbasio may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

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 carry over after you retire.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.