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Investment services in and around Frankfort

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

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 investigate which may be right for you, State Farm agent Jason Dunn in Frankfort, KY is here to help!

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Jason Dunn to go through more specifics! Jason Dunn is happy to discuss your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

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 are finished working.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Georgetown
  • Shelbyville
  • Versailles
  • Lexington
  • Owenton
  • Lawrenceburg
  • Louisville
  • Midway
  • Simpsonville
  • Sadieville
  • Waddy
  • Franklin County
  • TWO CREEKS
Profile photo of a State Farm Agent named: Jason Dunn

Jason Dunn

State Farm® Insurance Agent
Office Address:
160 Versailles Road
Frankfort, KY 40601
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Promote your small business and build your brand

No one cares about your business more than you. So how can you promote your business and build your brand? We have some tips to help.

How to get out of debt

Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.

Simple Insights®

Promote your small business and build your brand

No one cares about your business more than you. So how can you promote your business and build your brand? We have some tips to help.

How to get out of debt

Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.