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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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Bruce Patteson is happy to help talk you through the specifics.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you work toward these goals.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.

Business Retirement Plans

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

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
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Looking for help reaching financial goals in the Athens area?

Take steps toward meeting your monetary objectives, intentionally

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