Investment services in and around Chamblee
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 determine which may be right for you, State Farm agent Jake Ottoson in Chamblee, GA is here to help!
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Jake Ottoson in Chamblee to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jake Ottoson to go through more specifics! Jake Ottoson is happy to explore flexibility, your timeline, your comfort with risk, and more.
Estate 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
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jake Ottoson can help you as you consider the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Dekalb
- Gwinnett
- Cobb
- Forsyth
- Fulton
- Charleston
- Columbia
- Jacksonville
- Miami
Jake Ottoson
State Farm® Insurance Agent
Looking for help reaching financial goals in the Chamblee area?
Let's work toward your financial dreams
Simple Insights®
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Simple Insights®
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.