Skip to content

Investment services in and around Alpharetta

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

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

Investment Services

Are you looking to save for a new house, invest for retirement, or establish an emergency fund? State Farm agents are prepared to help you know where to start.

Education Savings Plans

There are details to think about before starting to save for education. These include time left to save, your comfort with risk, time left before needing savings, and more. Agent Jon Jones in Alpharetta, GA would love to help you investigate the options that may be right for you.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance examining specific options, registered agent Jon Jones is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

Let Us Help Support Your Dreams And Goals

We also offer Investments services in:
  • 30004
  • Milton
  • Roswell
  • Cumming
  • Fulton County
  • Forsyth County
  • Cherokee County
  • Johns Creek
  • Sandy Springs
  • State of Tennessee
  • North Carolina
  • South Carolina
  • Canton
  • Norcross
  • 30040
  • 30041
  • 30009
  • 30075
  • 30076
  • 30005
  • 30022
  • 30028
  • 30027
  • 30097
Profile photo of a State Farm Agent named: Jon Jones

Jon Jones

State Farm® Insurance Agent

Office Address:
4005 Nine McFarland Drive
Suite 100
Alpharetta, GA 30004
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Review your estate planning checklist

This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.

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.