Skip to content
Call
Text

Investment services in and around Mystic

Mystic, choose State Farm for help with your financial goals

Contact Agent Jody

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 choice for you. State Farm agent Jody Jordan is happy to help explore the options with you.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education savings plans

Thinking about how to begin saving for higher education? It may be time to think about available products and services for yourself, a friend, or your spouse.

Legacy planning

As you sift through options and goals, including Mystic State Farm agent Jody Jordan, can be a worthwhile asset 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

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business retirement plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Jody Jordan is happy to help you learn more about your options.

You have financial aspirations. Let us help!

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: Jody Jordan

Jody Jordan

State Farm® Insurance Agent

Call
My office
ID card
Map showing State Farm Agent's office

Location

35 Williams Avenue
Suite F
Mystic, CT 06355-2961
Map and directions

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

Let's work toward your financial dreams

Contact Agent Jody

Insurance and Financial products offered

Simple Insights®

Strategic small business start-up tips

Tips to help you remove some risk from starting your small business.

Organize paying bills

You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.

Do I need a financial advisor?

What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.

View more articles

Call us 24/7 at (860) 415-4122

Contact info

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Products you're interested in

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Please correct the following:

By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.