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Investment services in and around Bartlett

State Farm can help with your financial aspirations

Contact Agent Jeff

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

Retirement and IRAs

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement in the future.

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, comprehending your risk tolerance and time horizon.

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

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you retire.

Business retirement plans

State Farm provides several retirement savings options tailored for business owners and their employees.

You have financial aspirations. Let us help!

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.
Profile photo of a State Farm Agent named: Jeff Herman

Jeff Herman

State Farm® Insurance Agent

CPCU®
CLU®

Location

3205 Kirby Whitten Rd.
Suite 101
Bartlett, TN 38134

Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Contact Agent Jeff

Insurance and Financial products offered

Simple Insights®

Types of wills and trusts

What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.

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Call us 24/7 at (901) 388-4402

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