Investment services in and around Salisbury

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

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 Tom Prunty is happy to help explore the details with you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Tom Prunty in Salisbury to learn more about how they can assist you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include your comfort with risk, time left before needing savings, amount to save, and more. Agent Tom Prunty in Salisbury, MD would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing for the disposition of a business at death, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Tom Prunty is happy to help you consider your options.