Investment services in and around Portland
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement later in life.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
Interested in ways to start saving for college? It may be time to consider available products and services for yourself, your spouse, or a friend.
Estate Planning
As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you reach these goals.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance investigating specific options, registered agent Chad Elder is happy to help.
Business Retirement Plans
There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Beaverton
- Washington County
- Portland
- Yamhill County
- Multnomah County
Looking for help reaching financial goals in the Portland area?
Let's work toward your financial dreams
Simple Insights®
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.