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Investment services in and around Houston

Houston, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

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

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 even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Houston State Farm agent Jeri McKinley, can be a valuable resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance examining specific options, registered agent Jeri McKinley is happy to help.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help Champion Your Dreams And Goals

We also offer Investments services in:
  • Woodland Heights
  • Houston Heights
  • Norhill Houston
  • Shady Acres
  • Timbergrove
  • Rice Military
  • Garden Oaks
  • Independence Heights
  • Austin
  • Marble Falls
  • Spring
  • The Woodlands
  • San Antonio
  • Brenham
Profile photo of a State Farm Agent named: Jeri McKinley

Jeri McKinley

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
535 Studewood St
Houston, TX 77007-2711
Map & Directions

A great choice for help reaching financial goals in the Houston area

Start working toward your financial goals

Simple Insights®

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Simple Insights®

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.

Medicare coverage: Common questions and answers

Looking for help with Medicare questions? We break it down for you and explain what it is and what Medicare covers.