Investment services in and around Billings
Navigate your financial goals and plans with State Farm
Contact Agent JamieState 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 Jamie Anderson is happy to help explain the details to you.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education savings plans
Your agent Jamie Anderson can help walk you through the different elements of saving for college.
Legacy planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business retirement plans
Quality employees can make a remarkable impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.
You have financial aspirations. Let us help!
State Farm agent Jamie Anderson offers Investments services in:
- Billings
- Yellowstone County
- Red Lodge
- Carbon County
State Farm agent Jamie Anderson offers Investments services in:
- Billings
- Yellowstone County
- Red Lodge
- Carbon County
Location
327 S 24th Street W Unit 5Billings, MT 59102-5682
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Contact Agent JamieInsurance and Financial products offered
Simple Insights®
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?