Investment services in and around Albrightsville
Albrightsville, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement tomorrow.
Investment Services
There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Kevin Kendall can help you explore which path may be right for 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.
Estate Planning
Your goals may include things like providing for the disposition of a business at 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
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 Kevin Kendall is happy to help you investigate your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Kevin Kendall can help you research your choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Albrightsville, PA
- Berks County, PA
- Lake Harmony, PA
- Pennsylvania
- Carbon County, PA
- Mt Pocono, PA
- Tunkhannock, PA
- Lehighton, PA
- White Haven, PA
- Blakeslee, PA
- Jim Thorpe, PA
Kevin Kendall
State Farm® Insurance Agent
Looking for help reaching financial goals in the Albrightsville area?
Start working toward your financial goals
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.