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Investment services in and around Oak Ridge

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Oak Ridge, TN State Farm agent Stephanie Hale-Smith can help you explore.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing income to family members, and more.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Stephanie Hale-Smith is happy to help.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Stephanie Hale-Smith

Stephanie Hale-Smith

State Farm® Insurance Agent

ChFC® RICP® CLU®
Office Address:
40 New York Avenue Suite 110
Oak Ridge, TN 37830-6529
Map & Directions

Oak Ridge neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.