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Investment services in and around Montoursville

State Farm can help with your financial aspirations

Contact Agent Chad

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start prepping for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Legacy planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you pursue these 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 work for you. Your local registered agent Chad Jacobson can help you as you examine the specifics.

Business retirement plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Chad Jacobson is happy to help.

Let us help with your dreams and goals

State Farm agent Chad Jacobson offers Investments services in:

  • Williamsport
  • MONTOURSVILLE
  • SOUTH WILLIAMSPORT
  • COGAN STATION
  • TROUT RUN
  • LOYALSOCK
  • JERSEY SHORE
  • MUNCY
  • HUGHESVILLE
  • ALLENWOOD
  • lock haven
  • AVIS
  • WATSONTOWN
  • TURBOTVILLE
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Chad Jacobson offers Investments services in:

  • Williamsport
  • MONTOURSVILLE
  • SOUTH WILLIAMSPORT
  • COGAN STATION
  • TROUT RUN
  • LOYALSOCK
  • JERSEY SHORE
  • MUNCY
  • HUGHESVILLE
  • ALLENWOOD
  • lock haven
  • AVIS
  • WATSONTOWN
  • TURBOTVILLE
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Chad Jacobson

State Farm® Insurance Agent

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Location

999 N Loyalsock Ave Suite 3
Montoursville, PA 17754
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Chad

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.