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Investment services in and around Memphis

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Jonathan Nowatka in Memphis, TN is here to help!

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 Jonathan Nowatka can help walk you through the particulars of saving for college.

Estate Planning

Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Jonathan Nowatka can help you as you explore the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Jonathan Nowatka can help you research your choices.

Let Us Help You Reach Your Dreams And Goals

We also offer Investments services in:
  • Collierville
  • Germantown
  • West Memphis
  • Hernando
  • Olive Branch
  • Lewisburg
  • Coldwater
  • Horn Lake
  • Lake Cormorant
  • Helena
  • Nesbit
  • East Memphis
  • Rossville
  • Millington
  • Arlington
  • Lakeland
  • Southaven
  • Whitehaven
  • Midtown
  • Harbor Town
  • Marion
  • Heber Springs
  • Greers Ferry
  • Senatobia
Profile photo of a State Farm Agent named: Jonathan Nowatka

Jonathan Nowatka

State Farm® Insurance Agent
Office Address:
742 Crossover Lane
Memphis, TN 38117-4905
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A great choice for help reaching financial goals in the Memphis area

Start working toward your financial goals

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.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.

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.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.