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Investment services in and around Colmar

Review 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 Colmar, PA State Farm agent Drew Herb can help you investigate.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent Drew Herb in Colmar to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Drew Herb to go through more specifics! Drew Herb is happy to explore flexibility, your timeline, your comfort with risk, and more.

Estate Planning

As you sift through options and goals, including Colmar State Farm agent Drew Herb, can be a beneficial resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 Drew Herb can help you as you review the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Drew Herb can help you study your choices.

Let Us Help You Fulfill Your Dreams And Goals

We also offer Investments services in:
  • Lansdale, PA
  • Doylestown, PA
  • Quakertown, PA
  • North Wales, PA
  • Hatfield, PA
  • Souderton, PA
  • Sellersville, PA
  • Harleysville, PA
  • Blue Bell, PA
  • Furlong, PA
  • New Hope, PA
  • Yardley, PA
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Drew Herb

State Farm® Insurance Agent
Office Address:
190 Bethlehem Pike Suite 4
Colmar, PA 18915-9790
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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.

Giving money to your grandchildren

Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.

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.

Giving money to your grandchildren

Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.