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Investment services in and around Boone

Boone, Choose State Farm For Help With Your Financial Goals

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 Adam Jackson is happy to help explain the details to you.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Adam Jackson in Boone to learn more about how they can assist you.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for yourself, your child, or your spouse.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

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

Let Us Help You Fulfill Your Dreams And Goals

Profile photo of a State Farm Agent named: Adam Jackson

Adam Jackson

State Farm® Insurance Agent
Office Address:
206 Southgate Drive # 21A
Boone, NC 28607-6250
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A great choice for help reaching financial goals in the Boone area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.