Investment services in and around Germantown
State Farm can help with your financial aspirations
Contact Agent BrandonState 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 fit for you. State Farm agent Brandon Tate is happy to help explore the specifics with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education savings plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Legacy planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Brandon Tate can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Brandon Tate is happy to help you research your options.
Business retirement plans
There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.
Let us help aid your dreams and goals
State Farm agent Brandon Tate offers Investments services in:
- Memphis, TN
- Bartlett, TN
- Cordova, TN
- Collierville, TN
- Oakland, TN
- Somerville, TN
- Rossville, TN
- West Memphis, AR
- Olive Branch, MS
- Byhalia, MS
- Southaven, MS
- Shelby County, TN
- Fayette County, TN
- Desoto County, MS
- Tate County, MS
- Marshall County, MS
- Tunica County, MS
- Benton, County, MS
- Lafayette County, MS
- Panola County, MS
- Tipton County, TN
- Moscow, TN
- Eads, TN
- Haywood County, TN
State Farm agent Brandon Tate offers Investments services in:
- Memphis, TN
- Bartlett, TN
- Cordova, TN
- Collierville, TN
- Oakland, TN
- Somerville, TN
- Rossville, TN
- West Memphis, AR
- Olive Branch, MS
- Byhalia, MS
- Southaven, MS
- Shelby County, TN
- Fayette County, TN
- Desoto County, MS
- Tate County, MS
- Marshall County, MS
- Tunica County, MS
- Benton, County, MS
- Lafayette County, MS
- Panola County, MS
- Tipton County, TN
- Moscow, TN
- Eads, TN
- Haywood County, TN
Location
9091 Poplar Avenue Suite 102Germantown, TN 38138-7847
Germantown neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Contact Agent BrandonInsurance and Financial products offered
Simple Insights®
Fixed-rate mortgage vs. adjustable-rate mortgage
Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.