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Investment services in and around Knoxville

Review 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 Josh Ellis is happy to help explain the details to you.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

When saving for college, anyone can contribute.

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 for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Farragut
  • Tennessee
  • Knox County
  • Anderson County
  • Blount County
  • Maryville
  • Alcoa
  • Oak Ridge
  • Strawberry Plains
  • Lenoir City
  • Loudon
  • Vonore
  • Loudon County
Profile photo of a State Farm Agent named: Josh Ellis

Josh Ellis

State Farm® Insurance Agent
Office Address:
11826 Kingston Pike
Suite 120
Knoxville, TN 37934-3842
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.