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

One feasible way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Mark Nguyen in Portland to learn more about how they can assist you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Mark Nguyen can help you as you consider the specifics.

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 employees and/or employers can contribute, if loans are an option, and how many employees you have. Your local State Farm agent Mark Nguyen is happy to help you decipher your options.