Investment services in and around Union City

Investigate 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

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 Jason McBride is happy to help walk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Jason McBride in Union City to learn more about how they can assist you.

Education Savings Plans

Your agent Jason McBride can help walk you through the particulars of saving for college.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start developing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

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 be right for you. Your local registered agent Jason McBride can help you as you examine the specifics.

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.