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Investment services in and around Athens

State Farm Can Help With Your Financial Aspirations

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

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

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

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Bruce Patteson can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Bruce Patteson is happy to help you explore your options.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Tennessee
  • North Carolina
  • Georgia
  • Athens-McMinn County
  • Charlotte
Profile photo of a State Farm Agent named: Bruce Patteson

Bruce Patteson

State Farm® Insurance Agent

Office Address:
105 Elizabeth Street Suite 39
Athens, TN 37303-4633
Map & Directions

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

Let's work toward your financial dreams

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Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.