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Investment services in and around Athens

Explore your financial goals and plans with State Farm

Contact Agent Bruce

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

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Bruce Patteson in Athens, TN is here to help!

Investment Services

Are you looking to plan for college expenses, save for a new house, or establish an emergency fund? State Farm agents are prepared to help you know where to start.

Education savings plans

Your agent Bruce Patteson can help walk you through the details of saving for college.

Legacy planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your 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 Bruce Patteson can help you as you consider the specifics.

Business retirement plans

Among other important business considerations, offering retirement plans for employees is an important decision to ponder.

You have financial aspirations. Let us help!

State Farm agent Bruce Patteson offers Investments services in:

  • Tennessee
  • North Carolina
  • Georgia
  • Athens-McMinn County
  • Charlotte
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 Bruce Patteson offers Investments services in:

  • Tennessee
  • North Carolina
  • Georgia
  • Athens-McMinn County
  • Charlotte
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Bruce Patteson

State Farm® Insurance Agent

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Location

105 Elizabeth Street Suite 39
Athens, TN 37303-4633
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Contact Agent Bruce

Insurance and Financial products offered

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