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Investment services in and around Bartlett

Review your financial goals and plans with State Farm

Contact Agent Jeff

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Bartlett, TN State Farm agent Jeff Herman can help you understand.

Investment Services

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

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

Annuities

The type of annuity that you choose depends on a few factors like your goals, your stage of life, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Jeff Herman is happy to help.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Jeff Herman can help you explore your choices.

You have financial aspirations. Let us help!

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Jeff Herman

State Farm® Insurance Agent

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Location

3205 Kirby Whitten Rd.
Suite 101
Bartlett, TN 38134
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Bartlett neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Contact Agent Jeff

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.