Investment services in and around Monroeville
State Farm Can Help With Your Financial Aspirations
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 choice for you. State Farm agent Jeff Berthney is happy to help explain the details to you.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
Your agent Jeff Berthney can help walk you through the specifics of saving for college.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance exploring specific options, registered agent Jeff Berthney is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Monroeville
- Allegheny County
- Pittsburgh
- Robinson Township
- McKees Rocks
- Forest Hills
- Murrysville
- Plum
- Harford County
- Bel Air, MD
- Havre de Grace, MD
- Maryland
- Pennsylvania
- Westmoreland County
- White Oak
- McKeesport
- Penn Hills
- Wilkins
- Oakmont
- Verona
- Irwin
- Turtle Creek
- Trafford
Jeff Berthney
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.