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Investment services in and around Philadelphia

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 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 Philadelphia, PA State Farm agent Lori Pellegrini Henry can help you explore.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

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

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you reach these goals.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Lori Pellegrini Henry can help you as you review the specifics.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored choices.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Lori Pellegrini Henry

Lori Pellegrini Henry

State Farm® Insurance Agent

ChFC®
Office Address:
7124 Germantown Avenue
Philadelphia, PA 19119-1837
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.