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Investment services in and around Maple Glen

Review your financial goals and plans with State Farm

Contact Agent Jonathan

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 Maple Glen, PA State Farm agent Jonathan Massari can help you understand.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Jonathan Massari in Maple Glen to learn more about how they can assist you.

Education savings plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

As you sift through options and goals, including Maple Glen State Farm agent Jonathan Massari, can be a helpful resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Jonathan Massari is happy to help you investigate your options.

Business retirement plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Jonathan Massari is happy to help you examine your options.

Let us help you with your monetary objectives

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Jonathan Massari

State Farm® Insurance Agent

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Location

649 E Welsh Road # B
Maple Glen, PA 19002-2911
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Jonathan

Insurance and Financial products offered

Simple Insights®

How to reach your retirement goals

Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.

Good reasons to keep working after retirement

The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.