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Investment services in and around Jackson

Jackson, 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

Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Jeff Zachary can help you select which path may be right for you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Jeff Zachary is happy to help you examine your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Jeff Zachary is happy to help you learn more about your options.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • All of Mississippi
  • All of Alabama
  • All of Arkansas
  • All of Tennessee
Profile photo of a State Farm Agent named: Jeff Zachary

Jeff Zachary

State Farm® Insurance Agent
Office Address:
101 Lake Court
Suite B
Jackson, MS 39232-9581
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Looking for help reaching financial goals in the Jackson area?

Let's work toward your financial dreams

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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.

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You can maximize fun with friends and still stick to your budget. Here are some tips for planning ahead so you can have fun and avoid overspending.