Investment services in and around Suwanee

Explore Your Financial Goals And Plans With State Farm

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 understand which may be right for you, State Farm agent Jake Ottoson in Suwanee, GA is here to help!

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

When saving for college, even modest contributions can help over time.

Estate Planning

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

Annuities

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

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.