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Investment services in and around Horsham

Horsham, Choose State Farm For Help With Your Financial Goals

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

Retirement and IRAs

There's no better time than the present to start preparing for retirement.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Lisa Kozak can help you explore which path may be right for you.

Education Savings Plans

When saving for college, anyone can contribute.

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

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Horsham
  • Hatboro
  • Philadelphia
  • Glenside
  • Doylestown
  • Warrington
  • Warminster
  • Ambler
  • Willow Grove
  • Abington
  • Huntingdon Valley
  • Churchville
  • Richboro
  • New Hope
  • Perkasie
  • Lansdale
  • Montgomery County
  • Bucks County
Profile photo of a State Farm Agent named: Lisa Kozak

Lisa Kozak

State Farm® Insurance Agent

Office Address:
443 Easton Road
Horsham, PA 19044-2508
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.