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Investment services in and around Knoxville

Explore Your Financial Goals And Plans With State Farm

State 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 option for you. State Farm agent Ozzie Gutierrez-Holden is happy to help explore the options with 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

There are specifics to think about before starting to save for education. These include amount to save, time left to save, flexibility, and more. Agent Ozzie Gutierrez-Holden in Knoxville, TN would love to help you explore the options that may be right for you.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Ozzie Gutierrez-Holden can be a beneficial 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 how close you are to retirement and your future goals. Local registered agent Ozzie Gutierrez-Holden is happy to help you examine your options.

Business Retirement Plans

State Farm has multiple retirement savings options for both business owners and their employees.

Let Us Help You Fulfill Your Dreams And Goals

We also offer Investments services in:
  • Corryton
  • Powell
  • Farragut
  • Fountain City
  • Alcoa
  • Oliver Springs
  • Strawberry Plains
  • Maryville
  • Clinton
  • Oak Ridge
  • Nashville
  • Sevierville
  • Athens
  • Crossville
  • Gatlinburg
  • Pigeon Forge
  • Johnson City
  • Lenoir City
  • Morristown
  • Jefferson City
  • West Hills
  • Tennessee
  • Kentucky
  • Virginia
Profile photo of a State Farm Agent named: Ozzie Gutierrez-Holden

Ozzie Gutierrez-Holden

State Farm® Insurance Agent
Office Address:
3411 N Broadway Street
Knoxville, TN 37917-2738
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Knoxville neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

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Simple Insights®

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.