Investment services in and around Erie
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Jeremy Borrero in Erie, PA is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
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
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Jeremy Borrero can help you as you explore the specifics.
Business Retirement Plans
State Farm has numerous retirement savings plans for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
Jeremy Borrero
State Farm® Insurance AgentErie neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
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Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.